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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 | $53,576 | $29,525+81.5% | $56,033-4.4% | $77,736-31.1% |
| Participation rate | 11.9% | 32.7%-20.7pp | 52.5%-40.6pp | 70.6%-58.6pp |
| Annual return | 12.46% | 18.90%-6.4pp | 1711.38%-1698.9pp | 31.26%-18.8pp |
| Employer contribution / active EE | $288 | $569-49.4% | $1,041-72.3% | $2,728-89.4% |
| Participant deferral / active EE | $605 | $1,062-43.0% | $1,954-69.0% | $4,651-87.0% |
| Admin fee / account holder | $1,819 | $1,040+74.9% | $2,827-35.7% | $433+319.7% |