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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 | $29,859 | $89,225-66.5% | $133,698-77.7% | $74,478-59.9% |
| Participation rate | 48.7% | 69.4%-20.8pp | 76.4%-27.8pp | 67.2%-18.6pp |
| Annual return | 141.81% | 22.76%+119.0pp | 580.90%-439.1pp | 1370.56%-1228.8pp |
| Employer contribution / active EE | $1,189 | $2,816-57.8% | $4,218-71.8% | $2,626-54.7% |
| Participant deferral / active EE | $2,508 | $4,597-45.4% | $7,016-64.2% | $4,350-42.3% |
| Admin fee / account holder | $1,451 | $1,545-6.1% | $6,703-78.3% | $1,946-25.4% |