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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 | $41,301 | $88,087-53.1% | $164,866-74.9% | $74,546-44.6% |
| Participation rate | 66.0% | 73.1%-7.1pp | 78.6%-12.6pp | 67.2%-1.2pp |
| Annual return | 134.94% | 17.27%+117.7pp | 69.97%+65.0pp | 1366.03%-1231.1pp |
| Employer contribution / active EE | $1,473 | $2,595-43.2% | $4,343-66.1% | $2,624-43.9% |
| Participant deferral / active EE | $3,363 | $4,499-25.3% | $6,033-44.3% | $4,347-22.7% |
| Admin fee / account holder | $10,991 | $2,232+392.5% | $12,689-13.4% | $1,944+465.5% |