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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 | $14,610 | $55,446-73.7% | $155,574-90.6% | $74,429-80.4% |
| Participation rate | 69.8% | 61.9%+7.9pp | 78.2%-8.4pp | 67.2%+2.6pp |
| Annual return | 15.56% | 269.20%-253.6pp | 64.87%-49.3pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $1,567 | $2,266-30.8% | $4,676-66.5% | $2,625-40.3% |
| Participant deferral / active EE | $2,413 | $2,836-14.9% | $5,629-57.1% | $4,348-44.5% |
| Admin fee / account holder | $973 | $1,743-44.2% | $15,914-93.9% | $1,944-50.0% |