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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 | $101,539-45.9% | $147,041-62.7% | $74,400-26.2% |
| Participation rate | 68.3% | 75.5%-7.2pp | 82.2%-13.8pp | 67.2%+1.1pp |
| Annual return | 18.11% | 8740.84%-8722.7pp | 419.21%-401.1pp | 1367.51%-1349.4pp |
| Employer contribution / active EE | $4,999 | $3,811+31.2% | $4,935+1.3% | $2,624+90.5% |
| Participant deferral / active EE | $5,546 | $7,304-24.1% | $8,071-31.3% | $4,348+27.5% |
| Admin fee / account holder | $13,364 | $1,749+664.0% | $13,006+2.7% | $1,944+587.6% |