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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 | $40,919 | $40,566+0.9% | $96,754-57.7% | $64,728-36.8% |
| Participation rate | 31.8% | 24.8%+7.0pp | 70.3%-38.5pp | 57.9%-26.1pp |
| Annual return | 17.11% | 93.20%-76.1pp | 82.04%-64.9pp | 49.38%-32.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $2,679-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $2,189 | $933+134.7% | $4,758-54.0% | $2,729-19.8% |
| Admin fee / account holder | $727 | $2,770-73.7% | $8,905-91.8% | $1,145-36.5% |