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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 | $62,483 | $101,591-38.5% | $147,096-57.5% | $74,429-16.0% |
| Participation rate | 65.5% | 75.5%-10.0pp | 82.2%-16.7pp | 67.2%-1.7pp |
| Annual return | 14.98% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $2,717 | $3,813-28.7% | $4,936-45.0% | $2,625+3.5% |
| Participant deferral / active EE | $6,204 | $7,302-15.0% | $8,071-23.1% | $4,348+42.7% |
| Admin fee / account holder | $7,864 | $1,750+349.4% | $13,005-39.5% | $1,944+304.5% |