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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 | $43,594 | $40,278+8.2% | $80,648-45.9% | $80,169-45.6% |
| Participation rate | 53.9% | 47.5%+6.3pp | 67.0%-13.1pp | 72.9%-19.1pp |
| Annual return | 4908.17% | 50.86%+4857.3pp | 937.21%+3971.0pp | 40.39%+4867.8pp |
| Employer contribution / active EE | $644 | $1,332-51.6% | $2,724-76.3% | $2,978-78.4% |
| Participant deferral / active EE | $1,739 | $2,696-35.5% | $4,443-60.9% | $5,016-65.3% |
| Admin fee / account holder | $1,061 | $210+404.5% | $5,382-80.3% | $145+632.0% |