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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 | $29,554+127.1% | $56,054+19.7% | $77,692-13.6% |
| Participation rate | 21.8% | 32.6%-10.8pp | 52.5%-30.7pp | 70.6%-48.8pp |
| Annual return | 13.04% | 18.89%-5.9pp | 1705.95%-1692.9pp | 31.25%-18.2pp |
| Employer contribution / active EE | $583 | $568+2.6% | $1,039-43.9% | $2,726-78.6% |
| Participant deferral / active EE | $1,244 | $1,061+17.3% | $1,952-36.3% | $4,648-73.2% |
| Admin fee / account holder | $8,789 | $1,046+740.4% | $2,822+211.4% | $431+1941.4% |