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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 | $81,068 | $26,137+210.2% | $58,561+38.4% | $74,460+8.9% |
| Participation rate | 13.5% | 32.2%-18.6pp | 50.9%-37.3pp | 70.7%-57.2pp |
| Annual return | 17.07% | 32.53%-15.5pp | 4251.33%-4234.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $511 | $537-4.7% | $1,053-51.5% | $2,638-80.6% |
| Participant deferral / active EE | $943 | $1,076-12.3% | $1,923-50.9% | $4,530-79.2% |
| Admin fee / account holder | $539 | $648-16.8% | $2,520-78.6% | $348+55.0% |