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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 | $31,843 | $49,897-36.2% | $80,648-60.5% | $75,177-57.6% |
| Participation rate | 55.4% | 55.3%+0.1pp | 67.0%-11.6pp | 67.2%-11.8pp |
| Annual return | 73.50% | 34.68%+38.8pp | 937.21%-863.7pp | 160.75%-87.2pp |
| Employer contribution / active EE | $950 | $1,699-44.1% | $2,724-65.1% | $2,671-64.4% |
| Participant deferral / active EE | $6,236 | $2,992+108.4% | $4,443+40.4% | $4,126+51.1% |
| Admin fee / account holder | $2,645 | $3,579-26.1% | $5,382-50.8% | $5,651-53.2% |