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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 | $30,269 | $55,446-45.4% | $155,574-80.5% | $74,429-59.3% |
| Participation rate | 53.2% | 61.9%-8.7pp | 78.2%-25.0pp | 67.2%-14.0pp |
| Annual return | 19.23% | 269.20%-250.0pp | 64.87%-45.6pp | 1368.38%-1349.2pp |
| Employer contribution / active EE | $470 | $2,266-79.3% | $4,676-90.0% | $2,625-82.1% |
| Participant deferral / active EE | $2,323 | $2,836-18.1% | $5,629-58.7% | $4,348-46.6% |
| Admin fee / account holder | $591 | $1,743-66.1% | $15,914-96.3% | $1,944-69.6% |