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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 | $58,267 | $101,499-42.6% | $147,005-60.4% | $74,546-21.8% |
| Participation rate | 65.2% | 75.5%-10.3pp | 82.2%-16.9pp | 67.2%-2.0pp |
| Annual return | 19.35% | 8732.34%-8713.0pp | 418.76%-399.4pp | 1366.03%-1346.7pp |
| Employer contribution / active EE | $3,799 | $3,811-0.3% | $4,934-23.0% | $2,624+44.7% |
| Participant deferral / active EE | $7,762 | $7,304+6.3% | $8,070-3.8% | $4,347+78.5% |
| Admin fee / account holder | $12,358 | $1,748+607.1% | $13,006-5.0% | $1,944+535.9% |