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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 | $101,591+77.8% | $147,096+22.8% | $74,429+142.7% |
| Participation rate | 69.5% | 75.5%-6.0pp | 82.2%-12.7pp | 67.2%+2.3pp |
| Annual return | 16.50% | 8746.45%-8729.9pp | 419.75%-403.2pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,869 | $7,302+21.5% | $8,071+9.9% | $4,348+104.0% |
| Admin fee / account holder | $2,139 | $1,750+22.2% | $13,005-83.6% | $1,944+10.0% |