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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 | $25,192 | $55,470-54.6% | $155,556-83.8% | $74,478-66.2% |
| Participation rate | 69.8% | 61.9%+7.9pp | 78.2%-8.4pp | 67.2%+2.6pp |
| Annual return | 11.34% | 269.80%-258.5pp | 64.84%-53.5pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $458 | $2,267-79.8% | $4,675-90.2% | $2,626-82.6% |
| Participant deferral / active EE | $2,525 | $2,838-11.0% | $5,631-55.2% | $4,350-42.0% |
| Admin fee / account holder | $891 | $1,744-48.9% | $15,885-94.4% | $1,946-54.2% |