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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 | $62,315 | $51,631+20.7% | $129,397-51.8% | $80,925-23.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 69.6%-69.6pp | 67.7%-67.7pp |
| Annual return | 11.97% | 20.77%-8.8pp | 9453.98%-9442.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $1,169 | $1,583-26.2% | $4,154-71.9% | $2,756-57.6% |
| Participant deferral / active EE | $3,773 | $2,670+41.3% | $4,167-9.5% | $4,299-12.2% |
| Admin fee / account holder | $8,316 | $4,309+93.0% | $7,679+8.3% | $6,940+19.8% |