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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 | $24,933 | $55,437-55.0% | $155,534-84.0% | $74,459-66.5% |
| Participation rate | 51.2% | 61.9%-10.7pp | 78.2%-27.0pp | 67.2%-16.0pp |
| Annual return | 13.55% | 269.58%-256.0pp | 64.92%-51.4pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $1,461 | $2,266-35.5% | $4,675-68.7% | $2,626-44.3% |
| Participant deferral / active EE | $2,223 | $2,837-21.6% | $5,630-60.5% | $4,350-48.9% |
| Admin fee / account holder | $630 | $1,742-63.8% | $15,900-96.0% | $1,945-67.6% |