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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 | $71,311 | $58,344+22.2% | $98,483-27.6% | $86,821-17.9% |
| Participation rate | 54.8% | 68.4%-13.6pp | 73.3%-18.5pp | 72.3%-17.5pp |
| Annual return | 86.13% | 43.47%+42.7pp | 1494.38%-1408.3pp | 97.94%-11.8pp |
| Employer contribution / active EE | $1,526 | $2,008-24.0% | $2,961-48.5% | $2,406-36.6% |
| Participant deferral / active EE | $2,617 | $3,156-17.1% | $4,276-38.8% | $4,132-36.7% |
| Admin fee / account holder | $2,458 | $138+1683.8% | $5,953-58.7% | $170+1349.4% |