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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 | $20,041 | $45,043-55.5% | $85,063-76.4% | $74,400-73.1% |
| Participation rate | 48.0% | 49.4%-1.4pp | 67.5%-19.6pp | 67.2%-19.3pp |
| Annual return | 20.06% | 26.26%-6.2pp | 66.54%-46.5pp | 1367.51%-1347.5pp |
| Employer contribution / active EE | $1,658 | $1,458+13.8% | $2,727-39.2% | $2,624-36.8% |
| Participant deferral / active EE | $2,626 | $2,733-3.9% | $4,523-41.9% | $4,348-39.6% |
| Admin fee / account holder | $577 | $2,210-73.9% | $6,155-90.6% | $1,944-70.3% |