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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 | $52,914 | $88,186-40.0% | $165,071-67.9% | $74,459-28.9% |
| Participation rate | 62.2% | 73.1%-11.0pp | 78.6%-16.5pp | 67.2%-5.1pp |
| Annual return | 14.08% | 17.13%-3.0pp | 70.17%-56.1pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $2,207 | $2,600-15.1% | $4,347-49.2% | $2,626-16.0% |
| Participant deferral / active EE | $3,826 | $4,505-15.1% | $6,035-36.6% | $4,350-12.0% |
| Admin fee / account holder | $4,423 | $2,234+98.0% | $12,695-65.2% | $1,945+127.4% |