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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 | $30,437-18.6% | $56,033-55.8% | $74,459-66.7% |
| Participation rate | 34.5% | 32.9%+1.7pp | 52.5%-18.0pp | 67.2%-32.7pp |
| Annual return | 12.32% | 24.96%-12.6pp | 1711.38%-1699.1pp | 1369.70%-1357.4pp |
| Employer contribution / active EE | $404 | $610-33.8% | $1,041-61.2% | $2,626-84.6% |
| Participant deferral / active EE | $844 | $1,176-28.2% | $1,954-56.8% | $4,350-80.6% |
| Admin fee / account holder | $1,343 | $2,363-43.2% | $2,827-52.5% | $1,945-31.0% |