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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 | $122,051-59.3% | $184,185-73.0% | $74,400-33.2% |
| Participation rate | 66.0% | 85.5%-19.5pp | 86.8%-20.9pp | 67.2%-1.3pp |
| Annual return | 16.70% | 19.91%-3.2pp | 28.81%-12.1pp | 1367.51%-1350.8pp |
| Employer contribution / active EE | $3,037 | $4,539-33.1% | $6,426-52.7% | $2,624+15.7% |
| Participant deferral / active EE | $6,347 | $7,146-11.2% | $9,132-30.5% | $4,348+46.0% |
| Admin fee / account holder | $14,294 | $1,258+1036.2% | $13,909+2.8% | $1,944+635.5% |