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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 | $20,041 | $45,123-55.6% | $85,240-76.5% | $74,478-73.1% |
| Participation rate | 48.0% | 49.4%-1.4pp | 67.5%-19.6pp | 67.2%-19.3pp |
| Annual return | 20.06% | 26.32%-6.3pp | 66.75%-46.7pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $1,658 | $1,459+13.7% | $2,735-39.4% | $2,626-36.9% |
| Participant deferral / active EE | $2,626 | $2,736-4.0% | $4,527-42.0% | $4,350-39.6% |
| Admin fee / account holder | $577 | $2,215-74.0% | $6,165-90.6% | $1,946-70.4% |