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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 | $61,143 | $80,781-24.3% | $102,437-40.3% | $74,478-17.9% |
| Participation rate | 58.1% | 65.7%-7.6pp | 74.5%-16.4pp | 67.2%-9.1pp |
| Annual return | 12.55% | 27.58%-15.0pp | 24.95%-12.4pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $1,444 | $3,160-54.3% | $3,871-62.7% | $2,626-45.0% |
| Participant deferral / active EE | $3,589 | $3,862-7.1% | $5,060-29.1% | $4,350-17.5% |
| Admin fee / account holder | $2,760 | $2,372+16.3% | $8,388-67.1% | $1,946+41.8% |