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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 | $30,385-61.0% | $56,054-78.8% | $74,400-84.1% |
| Participation rate | 32.6% | 32.9%-0.3pp | 52.5%-19.9pp | 67.2%-34.7pp |
| Annual return | 11.88% | 24.92%-13.0pp | 1705.95%-1694.1pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $211 | $609-65.3% | $1,039-79.6% | $2,624-91.9% |
| Participant deferral / active EE | $1,008 | $1,174-14.1% | $1,952-48.4% | $4,348-76.8% |
| Admin fee / account holder | $656 | $2,361-72.2% | $2,822-76.8% | $1,944-66.2% |