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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 | $52,945 | $55,446-4.5% | $155,574-66.0% | $74,429-28.9% |
| Participation rate | 37.7% | 61.9%-24.2pp | 78.2%-40.6pp | 67.2%-29.6pp |
| Annual return | 11.62% | 269.20%-257.6pp | 64.87%-53.3pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,498 | $2,266-33.9% | $4,676-68.0% | $2,625-42.9% |
| Participant deferral / active EE | $2,538 | $2,836-10.5% | $5,629-54.9% | $4,348-41.6% |
| Admin fee / account holder | $9,207 | $1,743+428.2% | $15,914-42.1% | $1,944+373.5% |