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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 | $10,071 | $31,105-67.6% | $53,647-81.2% | $64,097-84.3% |
| Participation rate | 60.6% | 30.7%+29.9pp | 56.3%+4.3pp | 55.2%+5.4pp |
| Annual return | 27.65% | 22.54%+5.1pp | 358.33%-330.7pp | 34.64%-7.0pp |
| Employer contribution / active EE | $770 | $441+74.8% | $962-19.9% | $1,891-59.3% |
| Participant deferral / active EE | $847 | $896-5.5% | $1,813-53.3% | $3,080-72.5% |
| Admin fee / account holder | $999 | $2,195-54.5% | $2,460-59.4% | $3,454-71.1% |