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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 | $55,446-45.6% | $155,574-80.6% | $74,429-59.5% |
| Participation rate | 64.2% | 61.9%+2.3pp | 78.2%-14.0pp | 67.2%-3.0pp |
| Annual return | 49.88% | 269.20%-219.3pp | 64.87%-15.0pp | 1368.38%-1318.5pp |
| Employer contribution / active EE | $2,955 | $2,266+30.4% | $4,676-36.8% | $2,625+12.6% |
| Participant deferral / active EE | $6,250 | $2,836+120.4% | $5,629+11.0% | $4,348+43.7% |
| Admin fee / account holder | $10,825 | $1,743+521.1% | $15,914-32.0% | $1,944+456.8% |