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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 | $30,423-61.0% | $56,025-78.8% | $74,478-84.1% |
| Participation rate | 32.6% | 32.9%-0.3pp | 52.5%-20.0pp | 67.2%-34.7pp |
| Annual return | 11.88% | 24.97%-13.1pp | 1712.69%-1700.8pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $211 | $610-65.4% | $1,042-79.7% | $2,626-91.9% |
| Participant deferral / active EE | $1,008 | $1,176-14.3% | $1,955-48.4% | $4,350-76.8% |
| Admin fee / account holder | $656 | $2,363-72.2% | $2,828-76.8% | $1,946-66.3% |