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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 | $24,871 | $76,371-67.4% | $93,621-73.4% | $72,976-65.9% |
| Participation rate | 9.6% | 71.8%-62.2pp | 75.8%-66.2pp | 69.5%-59.9pp |
| Annual return | 568.40% | 25.82%+542.6pp | 32.76%+535.6pp | 81.02%+487.4pp |
| Employer contribution / active EE | $6,849 | $2,276+201.0% | $2,719+151.9% | $2,440+180.7% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $316 | $6,839-95.4% | $7,890-96.0% | $5,124-93.8% |