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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 | $77,438 | $59,006+31.2% | $97,295-20.4% | $74,478+4.0% |
| Participation rate | 55.4% | 63.7%-8.3pp | 72.7%-17.3pp | 67.2%-11.9pp |
| Annual return | 14.19% | 16.04%-1.8pp | 75.62%-61.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,723-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,955 | $3,671+62.2% | $4,264+39.7% | $4,350+36.9% |
| Admin fee / account holder | $1,387 | $1,974-29.7% | $5,646-75.4% | $1,946-28.7% |