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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 | $16,896 | $45,119-62.6% | $85,126-80.2% | $74,429-77.3% |
| Participation rate | 69.3% | 49.4%+19.9pp | 67.5%+1.8pp | 67.2%+2.1pp |
| Annual return | 35.62% | 26.28%+9.3pp | 66.63%-31.0pp | 1368.38%-1332.8pp |
| Employer contribution / active EE | $649 | $1,460-55.6% | $2,731-76.2% | $2,625-75.3% |
| Participant deferral / active EE | $2,579 | $2,738-5.8% | $4,523-43.0% | $4,348-40.7% |
| Admin fee / account holder | $3,968 | $2,214+79.2% | $6,160-35.6% | $1,944+104.1% |