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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 | $50,738 | $73,532-31.0% | $178,505-71.6% | $74,478-31.9% |
| Participation rate | 53.4% | 66.6%-13.2pp | 77.1%-23.7pp | 67.2%-13.8pp |
| Annual return | 118.18% | 17.49%+100.7pp | 27.16%+91.0pp | 1370.56%-1252.4pp |
| Employer contribution / active EE | $2,428 | $2,221+9.4% | $3,955-38.6% | $2,626-7.5% |
| Participant deferral / active EE | $2,638 | $4,519-41.6% | $6,280-58.0% | $4,350-39.4% |
| Admin fee / account holder | $6,268 | $1,813+245.8% | $10,428-39.9% | $1,946+222.1% |