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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 | $28,641 | $52,450-45.4% | $129,339-77.9% | $74,400-61.5% |
| Participation rate | 50.0% | 53.8%-3.8pp | 69.6%-19.6pp | 67.2%-17.2pp |
| Annual return | 14.84% | 15.65%-0.8pp | 9437.05%-9422.2pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $472 | $1,532-69.2% | $4,154-88.6% | $2,624-82.0% |
| Participant deferral / active EE | $1,657 | $2,797-40.8% | $4,170-60.3% | $4,348-61.9% |
| Admin fee / account holder | $1,365 | $2,636-48.2% | $7,668-82.2% | $1,944-29.8% |