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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 | $69,083 | $28,167+145.3% | $73,658-6.2% | $64,728+6.7% |
| Participation rate | 28.2% | 21.1%+7.1pp | 57.0%-28.9pp | 57.9%-29.7pp |
| Annual return | 18.81% | 139.75%-120.9pp | 29.72%-10.9pp | 49.38%-30.6pp |
| Employer contribution / active EE | $600 | $373+60.9% | $1,032-41.9% | $2,243-73.3% |
| Participant deferral / active EE | $1,127 | $597+88.7% | $2,062-45.3% | $2,729-58.7% |
| Admin fee / account holder | $8,313 | $1,791+364.1% | $3,357+147.6% | $1,145+625.9% |