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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 | $11,865 | $30,421-61.0% | $56,077-78.8% | $74,429-84.1% |
| Participation rate | 32.6% | 32.9%-0.3pp | 52.5%-19.9pp | 67.2%-34.7pp |
| Annual return | 11.88% | 24.94%-13.1pp | 1709.28%-1697.4pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $211 | $610-65.3% | $1,040-79.7% | $2,625-91.9% |
| Participant deferral / active EE | $1,008 | $1,175-14.2% | $1,954-48.4% | $4,348-76.8% |
| Admin fee / account holder | $656 | $2,363-72.2% | $2,825-76.8% | $1,944-66.3% |