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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 | $101,539-38.5% | $147,041-57.5% | $74,400-16.0% |
| Participation rate | 65.5% | 75.5%-10.0pp | 82.2%-16.7pp | 67.2%-1.7pp |
| Annual return | 14.98% | 8740.84%-8725.9pp | 419.21%-404.2pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $2,717 | $3,811-28.7% | $4,935-44.9% | $2,624+3.5% |
| Participant deferral / active EE | $6,204 | $7,304-15.1% | $8,071-23.1% | $4,348+42.7% |
| Admin fee / account holder | $7,864 | $1,749+349.6% | $13,006-39.5% | $1,944+304.6% |