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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 | $101,499-37.0% | $147,005-56.5% | $74,546-14.2% |
| Participation rate | 68.2% | 75.5%-7.3pp | 82.2%-14.0pp | 67.2%+1.0pp |
| Annual return | 38.41% | 8732.34%-8693.9pp | 418.76%-380.4pp | 1366.03%-1327.6pp |
| Employer contribution / active EE | $2,208 | $3,811-42.1% | $4,934-55.3% | $2,624-15.9% |
| Participant deferral / active EE | $4,530 | $7,304-38.0% | $8,070-43.9% | $4,347+4.2% |
| Admin fee / account holder | $7,491 | $1,748+328.6% | $13,006-42.4% | $1,944+285.4% |