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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 | $25,336 | $55,470-54.3% | $155,556-83.7% | $74,478-66.0% |
| Participation rate | 55.9% | 61.9%-6.0pp | 78.2%-22.3pp | 67.2%-11.3pp |
| Annual return | 22.87% | 269.80%-246.9pp | 64.84%-42.0pp | 1370.56%-1347.7pp |
| Employer contribution / active EE | $1,799 | $2,267-20.6% | $4,675-61.5% | $2,626-31.5% |
| Participant deferral / active EE | $2,479 | $2,838-12.6% | $5,631-56.0% | $4,350-43.0% |
| Admin fee / account holder | $1,369 | $1,744-21.5% | $15,885-91.4% | $1,946-29.7% |