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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 | $45,028 | $59,467-24.3% | $93,727-52.0% | $74,478-39.5% |
| Participation rate | 51.0% | 59.6%-8.6pp | 68.7%-17.7pp | 67.2%-16.2pp |
| Annual return | 28.80% | 82.14%-53.3pp | 133.83%-105.0pp | 1370.56%-1341.8pp |
| Employer contribution / active EE | $1,949 | $1,267+53.9% | $2,421-19.5% | $2,626-25.8% |
| Participant deferral / active EE | $3,168 | $3,052+3.8% | $4,417-28.3% | $4,350-27.2% |
| Admin fee / account holder | $1,553 | $3,028-48.7% | $8,292-81.3% | $1,946-20.2% |