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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 | $42,150 | $60,393-30.2% | $81,820-48.5% | $74,429-43.4% |
| Participation rate | 69.0% | 62.9%+6.1pp | 72.4%-3.4pp | 67.2%+1.8pp |
| Annual return | 12.84% | 16.89%-4.0pp | 777.93%-765.1pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $1,472 | $2,626-44.0% | $2,915-49.5% | $2,625-43.9% |
| Participant deferral / active EE | $1,895 | $3,397-44.2% | $4,323-56.2% | $4,348-56.4% |
| Admin fee / account holder | $2,733 | $1,491+83.4% | $7,391-63.0% | $1,944+40.6% |