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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 | $42,980 | $52,450-18.1% | $129,397-66.8% | $74,429-42.3% |
| Participation rate | 67.1% | 53.8%+13.3pp | 69.6%-2.5pp | 67.2%-0.1pp |
| Annual return | 14.99% | 15.65%-0.7pp | 9453.98%-9439.0pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,032 | $2,797+44.1% | $4,167-3.3% | $4,348-7.3% |
| Admin fee / account holder | $2,176 | $2,636-17.5% | $7,679-71.7% | $1,944+11.9% |