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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 | $23,607 | $36,002-34.4% | $161,489-85.4% | $64,728-63.5% |
| Participation rate | 14.4% | 57.4%-43.1pp | 78.7%-64.3pp | 57.9%-43.5pp |
| Annual return | 13.30% | 33.93%-20.6pp | 89.72%-76.4pp | 49.38%-36.1pp |
| Employer contribution / active EE | $385 | $1,380-72.1% | $4,268-91.0% | $2,243-82.8% |
| Participant deferral / active EE | $803 | $1,815-55.7% | $5,630-85.7% | $2,729-70.6% |
| Admin fee / account holder | $6,110 | $931+556.5% | $16,006-61.8% | $1,145+433.6% |