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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 | $13,946 | $27,243-48.8% | $52,425-73.4% | $79,634-82.5% |
| Participation rate | 13.6% | 22.4%-8.8pp | 55.6%-42.0pp | 62.5%-48.8pp |
| Annual return | 17.53% | 63.36%-45.8pp | 302.12%-284.6pp | 36.46%-18.9pp |
| Employer contribution / active EE | $411 | $319+28.7% | $914-55.1% | $2,529-83.8% |
| Participant deferral / active EE | $940 | $636+48.0% | $1,790-47.5% | $3,835-75.5% |
| Admin fee / account holder | $6,221 | $2,105+195.5% | $2,495+149.3% | $1,002+520.9% |