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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 | $87,933 | $122,063-28.0% | $184,256-52.3% | $74,478+18.1% |
| Participation rate | 67.0% | 85.5%-18.5pp | 86.8%-19.9pp | 67.2%-0.3pp |
| Annual return | 12.85% | 19.92%-7.1pp | 28.85%-16.0pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,346 | $4,539-48.3% | $6,427-63.5% | $2,626-10.7% |
| Participant deferral / active EE | $5,560 | $7,144-22.2% | $9,133-39.1% | $4,350+27.8% |
| Admin fee / account holder | $5,099 | $1,253+307.1% | $13,899-63.3% | $1,946+162.1% |