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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 | $31,980 | $57,312-44.2% | $86,617-63.1% | $75,181-57.5% |
| Participation rate | 0.0% | 63.2%-63.2pp | 71.7%-71.7pp | 67.2%-67.2pp |
| Annual return | 260.09% | 2672.78%-2412.7pp | 591.91%-331.8pp | 160.69%+99.4pp |
| Employer contribution / active EE | $5,115 | $2,315+120.9% | $3,023+69.2% | $2,671+91.5% |
| Participant deferral / active EE | $8,567 | $3,319+158.1% | $4,437+93.1% | $4,126+107.7% |
| Admin fee / account holder | $2,365 | $4,114-42.5% | $5,613-57.9% | $5,650-58.1% |