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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 | $19,200 | $40,386-52.5% | $80,607-76.2% | $74,440-74.2% |
| Participation rate | 26.4% | 47.4%-20.9pp | 67.0%-40.6pp | 70.7%-44.3pp |
| Annual return | 226.36% | 165.00%+61.4pp | 936.11%-709.7pp | 34.37%+192.0pp |
| Employer contribution / active EE | $664 | $1,496-55.6% | $2,724-75.6% | $2,638-74.8% |
| Participant deferral / active EE | $1,204 | $2,670-54.9% | $4,448-72.9% | $4,529-73.4% |
| Admin fee / account holder | $342 | $720-52.6% | $5,379-93.7% | $348-1.8% |