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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 | $28,976 | $46,732-38.0% | $156,551-81.5% | $55,167-47.5% |
| Participation rate | 59.0% | 65.8%-6.8pp | 84.0%-25.0pp | 69.0%-10.0pp |
| Annual return | 1340.08% | 17.72%+1322.4pp | 32.23%+1307.9pp | 169.23%+1170.8pp |
| Employer contribution / active EE | $438 | $2,105-79.2% | $5,501-92.0% | $1,963-77.7% |
| Participant deferral / active EE | $1,445 | $2,204-34.4% | $4,871-70.3% | $3,054-52.7% |
| Admin fee / account holder | $1,610 | $418+284.9% | $13,028-87.6% | $504+219.6% |