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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 | $57,344 | $101,653-43.6% | $147,080-61.0% | $74,459-23.0% |
| Participation rate | 40.3% | 75.6%-35.2pp | 82.2%-41.9pp | 67.2%-26.9pp |
| Annual return | 15.19% | 8754.98%-8739.8pp | 420.17%-405.0pp | 1369.70%-1354.5pp |
| Employer contribution / active EE | $1,369 | $3,813-64.1% | $4,933-72.2% | $2,626-47.8% |
| Participant deferral / active EE | $3,663 | $7,304-49.8% | $8,066-54.6% | $4,350-15.8% |
| Admin fee / account holder | $10,198 | $1,752+482.2% | $12,989-21.5% | $1,945+424.4% |