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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 | $24,033 | $45,119-46.7% | $85,126-71.8% | $74,429-67.7% |
| Participation rate | 62.7% | 49.4%+13.3pp | 67.5%-4.9pp | 67.2%-4.5pp |
| Annual return | 29.78% | 26.28%+3.5pp | 66.63%-36.9pp | 1368.38%-1338.6pp |
| Employer contribution / active EE | $566 | $1,460-61.2% | $2,731-79.3% | $2,625-78.4% |
| Participant deferral / active EE | $1,719 | $2,738-37.2% | $4,523-62.0% | $4,348-60.5% |
| Admin fee / account holder | $3,367 | $2,214+52.1% | $6,160-45.4% | $1,944+73.2% |