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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 | $65,470 | $59,456+10.1% | $93,669-30.1% | $74,429-12.0% |
| Participation rate | 56.9% | 59.6%-2.7pp | 68.7%-11.8pp | 67.2%-10.3pp |
| Annual return | 42.70% | 82.00%-39.3pp | 133.59%-90.9pp | 1368.38%-1325.7pp |
| Employer contribution / active EE | $508 | $1,266-59.9% | $2,424-79.1% | $2,625-80.7% |
| Participant deferral / active EE | $3,385 | $3,052+10.9% | $4,416-23.3% | $4,348-22.2% |
| Admin fee / account holder | $5,287 | $3,026+74.7% | $8,291-36.2% | $1,944+171.9% |