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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 | $63,971 | $101,653-37.1% | $147,080-56.5% | $74,459-14.1% |
| Participation rate | 68.2% | 75.6%-7.4pp | 82.2%-14.0pp | 67.2%+1.0pp |
| Annual return | 38.41% | 8754.98%-8716.6pp | 420.17%-381.8pp | 1369.70%-1331.3pp |
| Employer contribution / active EE | $2,208 | $3,813-42.1% | $4,933-55.3% | $2,626-15.9% |
| Participant deferral / active EE | $4,530 | $7,304-38.0% | $8,066-43.8% | $4,350+4.1% |
| Admin fee / account holder | $7,491 | $1,752+327.7% | $12,989-42.3% | $1,945+285.2% |