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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 | $27,800 | $59,448-53.2% | $93,696-70.3% | $74,459-62.7% |
| Participation rate | 62.5% | 59.6%+2.9pp | 68.7%-6.2pp | 67.2%-4.7pp |
| Annual return | 23.55% | 82.11%-58.6pp | 133.74%-110.2pp | 1369.70%-1346.1pp |
| Employer contribution / active EE | $2,397 | $1,266+89.3% | $2,422-1.0% | $2,626-8.7% |
| Participant deferral / active EE | $5,234 | $3,052+71.5% | $4,417+18.5% | $4,350+20.3% |
| Admin fee / account holder | $2,004 | $3,027-33.8% | $8,287-75.8% | $1,945+3.1% |