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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 | $87,450 | $101,672-14.0% | $147,117-40.6% | $74,478+17.4% |
| Participation rate | 67.5% | 75.5%-8.1pp | 82.2%-14.7pp | 67.2%+0.2pp |
| Annual return | 13.45% | 8757.83%-8744.4pp | 420.54%-407.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $3,603 | $3,813-5.5% | $4,932-27.0% | $2,626+37.2% |
| Participant deferral / active EE | $6,314 | $7,305-13.6% | $8,065-21.7% | $4,350+45.1% |
| Admin fee / account holder | $3,508 | $1,753+100.1% | $12,993-73.0% | $1,946+80.3% |