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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 | $26,392 | $59,448-55.6% | $93,696-71.8% | $74,459-64.6% |
| Participation rate | 61.0% | 59.6%+1.4pp | 68.7%-7.7pp | 67.2%-6.2pp |
| Annual return | 13.47% | 82.11%-68.6pp | 133.74%-120.3pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $409 | $1,266-67.7% | $2,422-83.1% | $2,626-84.4% |
| Participant deferral / active EE | $2,077 | $3,052-31.9% | $4,417-53.0% | $4,350-52.3% |
| Admin fee / account holder | $2,350 | $3,027-22.4% | $8,287-71.6% | $1,945+20.8% |