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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 | $30,669 | $55,437-44.7% | $155,534-80.3% | $74,459-58.8% |
| Participation rate | 55.3% | 61.9%-6.6pp | 78.2%-22.9pp | 67.2%-11.9pp |
| Annual return | 288.08% | 269.58%+18.5pp | 64.92%+223.2pp | 1369.70%-1081.6pp |
| Employer contribution / active EE | $643 | $2,266-71.6% | $4,675-86.3% | $2,626-75.5% |
| Participant deferral / active EE | $1,583 | $2,837-44.2% | $5,630-71.9% | $4,350-63.6% |
| Admin fee / account holder | $4,216 | $1,742+142.0% | $15,900-73.5% | $1,945+116.8% |