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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 | $29,546-39.1% | $56,441-68.1% | $77,671-76.8% |
| Participation rate | 12.4% | 32.7%-20.3pp | 52.5%-40.1pp | 70.6%-58.2pp |
| Annual return | 13.12% | 19.01%-5.9pp | 1704.21%-1691.1pp | 31.21%-18.1pp |
| Employer contribution / active EE | $320 | $568-43.6% | $1,039-69.2% | $2,726-88.3% |
| Participant deferral / active EE | $403 | $1,061-62.0% | $1,953-79.4% | $4,648-91.3% |
| Admin fee / account holder | $665 | $1,046-36.5% | $2,829-76.5% | $430+54.4% |