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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 | $80,238 | $59,456+35.0% | $93,669-14.3% | $74,429+7.8% |
| Participation rate | 56.6% | 59.6%-3.1pp | 68.7%-12.2pp | 67.2%-10.7pp |
| Annual return | 14.86% | 82.00%-67.1pp | 133.59%-118.7pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $787 | $1,266-37.8% | $2,424-67.5% | $2,625-70.0% |
| Participant deferral / active EE | $4,178 | $3,052+36.9% | $4,416-5.4% | $4,348-3.9% |
| Admin fee / account holder | $6,532 | $3,026+115.9% | $8,291-21.2% | $1,944+235.9% |