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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 | $180,640 | $101,653+77.7% | $147,080+22.8% | $74,459+142.6% |
| Participation rate | 69.5% | 75.6%-6.0pp | 82.2%-12.7pp | 67.2%+2.3pp |
| Annual return | 16.50% | 8754.98%-8738.5pp | 420.17%-403.7pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,869 | $7,304+21.4% | $8,066+10.0% | $4,350+103.9% |
| Admin fee / account holder | $2,139 | $1,752+22.1% | $12,989-83.5% | $1,945+10.0% |