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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 | $8,652 | $29,525-70.7% | $56,033-84.6% | $77,736-88.9% |
| Participation rate | 43.6% | 32.7%+11.0pp | 52.5%-8.9pp | 70.6%-27.0pp |
| Annual return | 19.98% | 18.90%+1.1pp | 1711.38%-1691.4pp | 31.26%-11.3pp |
| Employer contribution / active EE | $541 | $569-4.9% | $1,041-48.0% | $2,728-80.2% |
| Participant deferral / active EE | $815 | $1,062-23.3% | $1,954-58.3% | $4,651-82.5% |
| Admin fee / account holder | $399 | $1,040-61.6% | $2,827-85.9% | $433-7.9% |