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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 | $20,346 | $36,002-43.5% | $161,489-87.4% | $64,728-68.6% |
| Participation rate | 25.7% | 57.4%-31.7pp | 78.7%-53.0pp | 57.9%-32.2pp |
| Annual return | 380.29% | 33.93%+346.4pp | 89.72%+290.6pp | 49.38%+330.9pp |
| Employer contribution / active EE | $275 | $1,380-80.1% | $4,268-93.6% | $2,243-87.7% |
| Participant deferral / active EE | $1,310 | $1,815-27.8% | $5,630-76.7% | $2,729-52.0% |
| Admin fee / account holder | $325 | $931-65.0% | $16,006-98.0% | $1,145-71.6% |