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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 | $49,684 | $122,042-59.3% | $184,260-73.0% | $74,459-33.3% |
| Participation rate | 66.0% | 85.5%-19.5pp | 86.8%-20.9pp | 67.2%-1.3pp |
| Annual return | 16.70% | 19.91%-3.2pp | 28.84%-12.1pp | 1369.70%-1353.0pp |
| Employer contribution / active EE | $3,037 | $4,537-33.1% | $6,427-52.8% | $2,626+15.7% |
| Participant deferral / active EE | $6,347 | $7,143-11.1% | $9,133-30.5% | $4,350+45.9% |
| Admin fee / account holder | $14,294 | $1,252+1041.6% | $13,898+2.9% | $1,945+635.0% |