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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 | $24,590 | $27,243-9.7% | $52,425-53.1% | $79,634-69.1% |
| Participation rate | 10.2% | 22.4%-12.2pp | 55.6%-45.4pp | 62.5%-52.3pp |
| Annual return | 24.30% | 63.36%-39.1pp | 302.12%-277.8pp | 36.46%-12.2pp |
| Employer contribution / active EE | $222 | $319-30.6% | $914-75.8% | $2,529-91.2% |
| Participant deferral / active EE | $562 | $636-11.6% | $1,790-68.6% | $3,835-85.3% |
| Admin fee / account holder | $2,730 | $2,105+29.7% | $2,495+9.4% | $1,002+172.5% |