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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 | $88,186-53.2% | $165,071-75.0% | $74,459-44.5% |
| Participation rate | 66.0% | 73.1%-7.1pp | 78.6%-12.6pp | 67.2%-1.2pp |
| Annual return | 134.94% | 17.13%+117.8pp | 70.17%+64.8pp | 1369.70%-1234.8pp |
| Employer contribution / active EE | $1,473 | $2,600-43.3% | $4,347-66.1% | $2,626-43.9% |
| Participant deferral / active EE | $3,363 | $4,505-25.4% | $6,035-44.3% | $4,350-22.7% |
| Admin fee / account holder | $10,991 | $2,234+392.0% | $12,695-13.4% | $1,945+465.2% |