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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 | $55,446-73.5% | $155,574-90.5% | $74,429-80.2% |
| Participation rate | 37.6% | 61.9%-24.3pp | 78.2%-40.6pp | 67.2%-29.6pp |
| Annual return | 20.09% | 269.20%-249.1pp | 64.87%-44.8pp | 1368.38%-1348.3pp |
| Employer contribution / active EE | $503 | $2,266-77.8% | $4,676-89.2% | $2,625-80.8% |
| Participant deferral / active EE | $836 | $2,836-70.5% | $5,629-85.1% | $4,348-80.8% |
| Admin fee / account holder | $302 | $1,743-82.7% | $15,914-98.1% | $1,944-84.5% |