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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 | $27,631 | $55,423-50.1% | $155,602-82.2% | $74,400-62.9% |
| Participation rate | 52.5% | 61.9%-9.4pp | 78.2%-25.7pp | 67.2%-14.7pp |
| Annual return | 13.79% | 269.07%-255.3pp | 64.81%-51.0pp | 1367.51%-1353.7pp |
| Employer contribution / active EE | $1,522 | $2,266-32.8% | $4,675-67.4% | $2,624-42.0% |
| Participant deferral / active EE | $2,109 | $2,835-25.6% | $5,629-62.5% | $4,348-51.5% |
| Admin fee / account holder | $3,001 | $1,744+72.0% | $15,923-81.2% | $1,944+54.4% |