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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 | $22,225 | $55,446-59.9% | $155,574-85.7% | $74,429-70.1% |
| Participation rate | 69.3% | 61.9%+7.4pp | 78.2%-8.9pp | 67.2%+2.1pp |
| Annual return | 15.08% | 269.20%-254.1pp | 64.87%-49.8pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $1,949 | $2,266-14.0% | $4,676-58.3% | $2,625-25.7% |
| Participant deferral / active EE | $1,592 | $2,836-43.9% | $5,629-71.7% | $4,348-63.4% |
| Admin fee / account holder | $549 | $1,743-68.5% | $15,914-96.5% | $1,944-71.8% |