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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 | $48,892 | $60,305-18.9% | $81,780-40.2% | $74,400-34.3% |
| Participation rate | 56.6% | 62.9%-6.3pp | 72.4%-15.8pp | 67.2%-10.7pp |
| Annual return | 26.14% | 16.89%+9.2pp | 776.27%-750.1pp | 1367.51%-1341.4pp |
| Employer contribution / active EE | $2,824 | $2,623+7.7% | $2,914-3.1% | $2,624+7.6% |
| Participant deferral / active EE | $4,385 | $3,390+29.4% | $4,321+1.5% | $4,348+0.8% |
| Admin fee / account holder | $3,981 | $1,484+168.2% | $7,384-46.1% | $1,944+104.8% |