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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 | $26,809 | $40,174-33.3% | $84,021-68.1% | $67,579-60.3% |
| Participation rate | 43.3% | 62.7%-19.3pp | 69.0%-25.7pp | 71.3%-27.9pp |
| Annual return | 153.86% | 25.82%+128.0pp | 71.32%+82.5pp | 378.56%-224.7pp |
| Employer contribution / active EE | $715 | $808-11.5% | $1,984-64.0% | $2,148-66.7% |
| Participant deferral / active EE | $2,012 | $2,301-12.6% | $3,239-37.9% | $3,539-43.1% |
| Admin fee / account holder | $2,514 | $128+1859.2% | $6,102-58.8% | $142+1666.8% |