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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 | $29,671 | $40,278-26.3% | $80,607-63.2% | $80,149-63.0% |
| Participation rate | 10.9% | 47.5%-36.6pp | 67.0%-56.1pp | 72.9%-62.0pp |
| Annual return | 34.59% | 50.86%-16.3pp | 936.11%-901.5pp | 40.39%-5.8pp |
| Employer contribution / active EE | $391 | $1,332-70.6% | $2,724-85.6% | $2,977-86.9% |
| Participant deferral / active EE | $825 | $2,696-69.4% | $4,448-81.5% | $5,015-83.6% |
| Admin fee / account holder | $1,301 | $210+518.3% | $5,379-75.8% | $145+797.3% |