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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 | $30,156 | $55,472-45.6% | $155,567-80.6% | $74,546-59.5% |
| Participation rate | 64.2% | 61.9%+2.3pp | 78.2%-14.0pp | 67.2%-3.0pp |
| Annual return | 49.88% | 268.72%-218.8pp | 64.74%-14.9pp | 1366.03%-1316.2pp |
| Employer contribution / active EE | $2,955 | $2,269+30.3% | $4,674-36.8% | $2,624+12.6% |
| Participant deferral / active EE | $6,250 | $2,838+120.2% | $5,628+11.1% | $4,347+43.8% |
| Admin fee / account holder | $10,825 | $1,743+521.2% | $15,916-32.0% | $1,944+457.0% |