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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,511 | $55,423+43.5% | $155,602-48.9% | $74,400+6.9% |
| Participation rate | 42.7% | 61.9%-19.2pp | 78.2%-35.5pp | 67.2%-24.5pp |
| Annual return | 15.03% | 269.07%-254.0pp | 64.81%-49.8pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $998 | $2,266-55.9% | $4,675-78.6% | $2,624-62.0% |
| Participant deferral / active EE | $2,954 | $2,835+4.2% | $5,629-47.5% | $4,348-32.1% |
| Admin fee / account holder | $1,195 | $1,744-31.5% | $15,923-92.5% | $1,944-38.5% |