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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 | $45,123-62.6% | $85,240-80.2% | $74,478-77.3% |
| Participation rate | 69.3% | 49.4%+20.0pp | 67.5%+1.8pp | 67.2%+2.1pp |
| Annual return | 35.62% | 26.32%+9.3pp | 66.75%-31.1pp | 1370.56%-1334.9pp |
| Employer contribution / active EE | $649 | $1,459-55.5% | $2,735-76.3% | $2,626-75.3% |
| Participant deferral / active EE | $2,579 | $2,736-5.8% | $4,527-43.0% | $4,350-40.7% |
| Admin fee / account holder | $3,968 | $2,215+79.2% | $6,165-35.6% | $1,946+103.9% |