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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 | $41,333 | $101,653-59.3% | $147,080-71.9% | $74,459-44.5% |
| Participation rate | 48.6% | 75.6%-27.0pp | 82.2%-33.6pp | 67.2%-18.7pp |
| Annual return | 27.55% | 8754.98%-8727.4pp | 420.17%-392.6pp | 1369.70%-1342.2pp |
| Employer contribution / active EE | $1,059 | $3,813-72.2% | $4,933-78.5% | $2,626-59.7% |
| Participant deferral / active EE | $4,311 | $7,304-41.0% | $8,066-46.6% | $4,350-0.9% |
| Admin fee / account holder | $3,391 | $1,752+93.6% | $12,989-73.9% | $1,945+74.4% |