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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 | $23,817 | $40,278-40.9% | $80,669-70.5% | $80,187-70.3% |
| Participation rate | 17.8% | 47.5%-29.7pp | 67.0%-49.2pp | 72.9%-55.1pp |
| Annual return | 822.90% | 50.86%+772.0pp | 937.61%-114.7pp | 40.40%+782.5pp |
| Employer contribution / active EE | $226 | $1,332-83.0% | $2,724-91.7% | $2,980-92.4% |
| Participant deferral / active EE | $555 | $2,696-79.4% | $4,444-87.5% | $5,016-88.9% |
| Admin fee / account holder | $1,343 | $210+538.6% | $5,384-75.1% | $145+826.3% |