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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 | $38,848 | $65,960-41.1% | $81,882-52.6% | $77,762-50.0% |
| Participation rate | 33.2% | 65.8%-32.6pp | 72.4%-39.2pp | 70.6%-37.4pp |
| Annual return | 805.68% | 26.64%+779.0pp | 779.47%+26.2pp | 31.27%+774.4pp |
| Employer contribution / active EE | $1,031 | $2,375-56.6% | $2,916-64.6% | $2,728-62.2% |
| Participant deferral / active EE | $2,216 | $3,505-36.8% | $4,323-48.7% | $4,651-52.3% |
| Admin fee / account holder | $3,724 | $526+607.4% | $7,360-49.4% | $433+760.3% |