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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 | $28,572 | $102,393-72.1% | $147,041-80.6% | $80,911-64.7% |
| Participation rate | 67.9% | 75.9%-7.9pp | 82.2%-14.2pp | 67.6%+0.3pp |
| Annual return | 13.26% | 134.95%-121.7pp | 419.21%-406.0pp | 35.63%-22.4pp |
| Employer contribution / active EE | $2,439 | $3,715-34.4% | $4,935-50.6% | $2,756-11.5% |
| Participant deferral / active EE | $4,825 | $6,647-27.4% | $8,071-40.2% | $4,297+12.3% |
| Admin fee / account holder | $2,516 | $7,943-68.3% | $13,006-80.7% | $6,935-63.7% |