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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 | $14,702 | $55,470-73.5% | $155,556-90.5% | $74,478-80.3% |
| Participation rate | 37.6% | 61.9%-24.3pp | 78.2%-40.6pp | 67.2%-29.6pp |
| Annual return | 20.09% | 269.80%-249.7pp | 64.84%-44.7pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $503 | $2,267-77.8% | $4,675-89.2% | $2,626-80.8% |
| Participant deferral / active EE | $836 | $2,838-70.5% | $5,631-85.1% | $4,350-80.8% |
| Admin fee / account holder | $302 | $1,744-82.7% | $15,885-98.1% | $1,946-84.5% |