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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 | $20,052 | $60,504-66.9% | $81,882-75.5% | $74,478-73.1% |
| Participation rate | 60.0% | 62.9%-2.9pp | 72.4%-12.4pp | 67.2%-7.2pp |
| Annual return | 18.48% | 16.91%+1.6pp | 779.47%-761.0pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $375 | $2,627-85.7% | $2,916-87.1% | $2,626-85.7% |
| Participant deferral / active EE | $1,784 | $3,400-47.5% | $4,323-58.7% | $4,350-59.0% |
| Admin fee / account holder | $2,163 | $1,492+45.0% | $7,360-70.6% | $1,946+11.2% |