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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 | $31,305 | $65,960-52.5% | $81,844-61.8% | $77,736-59.7% |
| Participation rate | 55.2% | 65.8%-10.6pp | 72.4%-17.2pp | 70.6%-15.4pp |
| Annual return | 414.14% | 26.64%+387.5pp | 778.87%-364.7pp | 31.26%+382.9pp |
| Employer contribution / active EE | $1,841 | $2,375-22.5% | $2,916-36.9% | $2,728-32.5% |
| Participant deferral / active EE | $2,441 | $3,505-30.4% | $4,323-43.5% | $4,651-47.5% |
| Admin fee / account holder | $7,529 | $526+1330.0% | $7,355+2.4% | $433+1637.5% |