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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 | $42,096 | $73,459-42.7% | $178,528-76.4% | $74,429-43.4% |
| Participation rate | 44.4% | 66.5%-22.2pp | 77.1%-32.7pp | 67.2%-22.8pp |
| Annual return | 12.62% | 17.50%-4.9pp | 27.11%-14.5pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,804 | $4,515-60.0% | $6,278-71.3% | $4,348-58.5% |
| Admin fee / account holder | $1,092 | $1,812-39.8% | $10,419-89.5% | $1,944-43.9% |