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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 | $54,899 | $101,672-46.0% | $147,117-62.7% | $74,478-26.3% |
| Participation rate | 68.3% | 75.5%-7.2pp | 82.2%-13.9pp | 67.2%+1.1pp |
| Annual return | 18.11% | 8757.83%-8739.7pp | 420.54%-402.4pp | 1370.56%-1352.4pp |
| Employer contribution / active EE | $4,999 | $3,813+31.1% | $4,932+1.3% | $2,626+90.3% |
| Participant deferral / active EE | $5,546 | $7,305-24.1% | $8,065-31.2% | $4,350+27.5% |
| Admin fee / account holder | $13,364 | $1,753+662.3% | $12,993+2.9% | $1,946+586.8% |