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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 | $28,459 | $58,312-51.2% | $86,656-67.2% | $71,529-60.2% |
| Participation rate | 36.3% | 65.0%-28.8pp | 71.7%-35.5pp | 67.9%-31.7pp |
| Annual return | 81.52% | 24.08%+57.4pp | 593.09%-511.6pp | 28.97%+52.5pp |
| Employer contribution / active EE | $745 | $2,576-71.1% | $3,025-75.4% | $2,590-71.2% |
| Participant deferral / active EE | $1,989 | $3,439-42.2% | $4,439-55.2% | $4,291-53.6% |
| Admin fee / account holder | $1,358 | $1,057+28.5% | $5,619-75.8% | $1,588-14.5% |