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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 | $18,537 | $55,453-66.6% | $170,439-89.1% | $62,293-70.2% |
| Participation rate | 69.2% | 66.4%+2.8pp | 83.6%-14.4pp | 69.5%-0.3pp |
| Annual return | 52.89% | 21.38%+31.5pp | 205.94%-153.0pp | 28.90%+24.0pp |
| Employer contribution / active EE | $896 | $2,164-58.6% | $5,433-83.5% | $2,042-56.1% |
| Participant deferral / active EE | $1,685 | $2,303-26.8% | $4,939-65.9% | $3,169-46.8% |
| Admin fee / account holder | $803 | $455+76.4% | $13,881-94.2% | $479+67.4% |