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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 | $60,393-66.8% | $81,820-75.5% | $74,429-73.1% |
| Participation rate | 60.0% | 62.9%-2.9pp | 72.4%-12.4pp | 67.2%-7.2pp |
| Annual return | 18.48% | 16.89%+1.6pp | 777.93%-759.4pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $375 | $2,626-85.7% | $2,915-87.1% | $2,625-85.7% |
| Participant deferral / active EE | $1,784 | $3,397-47.5% | $4,323-58.7% | $4,348-59.0% |
| Admin fee / account holder | $2,163 | $1,491+45.1% | $7,391-70.7% | $1,944+11.3% |