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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 | $24,770 | $30,385-18.5% | $56,054-55.8% | $74,400-66.7% |
| Participation rate | 34.5% | 32.9%+1.6pp | 52.5%-18.0pp | 67.2%-32.7pp |
| Annual return | 12.32% | 24.92%-12.6pp | 1705.95%-1693.6pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $404 | $609-33.7% | $1,039-61.2% | $2,624-84.6% |
| Participant deferral / active EE | $844 | $1,174-28.1% | $1,952-56.8% | $4,348-80.6% |
| Admin fee / account holder | $1,343 | $2,361-43.1% | $2,822-52.4% | $1,944-30.9% |