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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 | $101,672-42.7% | $147,117-60.4% | $74,478-21.8% |
| Participation rate | 65.2% | 75.5%-10.3pp | 82.2%-17.0pp | 67.2%-2.0pp |
| Annual return | 19.35% | 8757.83%-8738.5pp | 420.54%-401.2pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $3,799 | $3,813-0.4% | $4,932-23.0% | $2,626+44.6% |
| Participant deferral / active EE | $7,762 | $7,305+6.3% | $8,065-3.8% | $4,350+78.4% |
| Admin fee / account holder | $12,358 | $1,753+604.9% | $12,993-4.9% | $1,946+535.1% |