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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 | $55,472-59.9% | $155,567-85.7% | $74,546-70.2% |
| Participation rate | 69.3% | 61.9%+7.4pp | 78.2%-8.9pp | 67.2%+2.1pp |
| Annual return | 15.08% | 268.72%-253.6pp | 64.74%-49.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,949 | $2,269-14.1% | $4,674-58.3% | $2,624-25.7% |
| Participant deferral / active EE | $1,592 | $2,838-43.9% | $5,628-71.7% | $4,347-63.4% |
| Admin fee / account holder | $549 | $1,743-68.5% | $15,916-96.5% | $1,944-71.7% |