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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 | $69,577 | $101,653-31.6% | $147,080-52.7% | $74,459-6.6% |
| Participation rate | 62.5% | 75.6%-13.1pp | 82.2%-19.7pp | 67.2%-4.7pp |
| Annual return | 15.16% | 8754.98%-8739.8pp | 420.17%-405.0pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $2,410 | $3,813-36.8% | $4,933-51.1% | $2,626-8.2% |
| Participant deferral / active EE | $4,941 | $7,304-32.3% | $8,066-38.7% | $4,350+13.6% |
| Admin fee / account holder | $4,032 | $1,752+130.2% | $12,989-69.0% | $1,945+107.3% |