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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 | $30,468 | $49,138-38.0% | $84,023-63.7% | $65,186-53.3% |
| Participation rate | 56.1% | 60.7%-4.6pp | 69.0%-12.9pp | 70.2%-14.1pp |
| Annual return | 47.38% | 23.00%+24.4pp | 71.32%-23.9pp | 29.39%+18.0pp |
| Employer contribution / active EE | $641 | $914-29.9% | $1,984-67.7% | $2,177-70.6% |
| Participant deferral / active EE | $1,386 | $2,397-42.2% | $3,239-57.2% | $3,514-60.6% |
| Admin fee / account holder | $5,156 | $543+849.0% | $6,102-15.5% | $847+508.6% |