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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 | $76,928 | $79,209-2.9% | $102,434-24.9% | $74,459+3.3% |
| Participation rate | 46.1% | 74.8%-28.7pp | 76.5%-30.4pp | 67.2%-21.1pp |
| Annual return | 14.11% | 54.98%-40.9pp | 29.46%-15.4pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $1,710 | $2,362-27.6% | $3,023-43.5% | $2,626-34.9% |
| Participant deferral / active EE | $3,095 | $4,417-29.9% | $5,055-38.8% | $4,350-28.8% |
| Admin fee / account holder | $840 | $2,002-58.0% | $9,462-91.1% | $1,945-56.8% |