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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 | $29,569+127.0% | $56,077+19.7% | $77,714-13.6% |
| Participation rate | 21.8% | 32.6%-10.8pp | 52.5%-30.7pp | 70.6%-48.8pp |
| Annual return | 13.04% | 18.90%-5.9pp | 1709.28%-1696.2pp | 31.26%-18.2pp |
| Employer contribution / active EE | $583 | $569+2.5% | $1,040-44.0% | $2,727-78.6% |
| Participant deferral / active EE | $1,244 | $1,061+17.3% | $1,954-36.3% | $4,649-73.2% |
| Admin fee / account holder | $8,789 | $1,042+743.2% | $2,825+211.1% | $433+1928.5% |