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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 | $67,119 | $29,507+127.5% | $56,025+19.8% | $77,762-13.7% |
| Participation rate | 21.8% | 32.7%-10.9pp | 52.5%-30.7pp | 70.6%-48.8pp |
| Annual return | 13.04% | 18.90%-5.9pp | 1712.69%-1699.7pp | 31.27%-18.2pp |
| Employer contribution / active EE | $583 | $570+2.3% | $1,042-44.0% | $2,728-78.6% |
| Participant deferral / active EE | $1,244 | $1,062+17.2% | $1,955-36.4% | $4,651-73.3% |
| Admin fee / account holder | $8,789 | $1,041+744.5% | $2,828+210.7% | $433+1930.2% |