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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 | $69,083 | $27,243+153.6% | $52,425+31.8% | $79,634-13.3% |
| Participation rate | 28.2% | 22.4%+5.7pp | 55.6%-27.5pp | 62.5%-34.3pp |
| Annual return | 18.81% | 63.36%-44.5pp | 302.12%-283.3pp | 36.46%-17.6pp |
| Employer contribution / active EE | $600 | $319+87.9% | $914-34.4% | $2,529-76.3% |
| Participant deferral / active EE | $1,127 | $636+77.3% | $1,790-37.1% | $3,835-70.6% |
| Admin fee / account holder | $8,313 | $2,105+294.9% | $2,495+233.2% | $1,002+729.7% |