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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 | $17,990 | $29,569-39.2% | $56,077-67.9% | $77,714-76.9% |
| Participation rate | 12.4% | 32.6%-20.2pp | 52.5%-40.1pp | 70.6%-58.2pp |
| Annual return | 13.12% | 18.90%-5.8pp | 1709.28%-1696.2pp | 31.26%-18.1pp |
| Employer contribution / active EE | $320 | $569-43.7% | $1,040-69.2% | $2,727-88.3% |
| Participant deferral / active EE | $403 | $1,061-62.0% | $1,954-79.4% | $4,649-91.3% |
| Admin fee / account holder | $665 | $1,042-36.2% | $2,825-76.5% | $433+53.4% |