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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 | $56,115 | $101,591-44.8% | $147,096-61.9% | $74,429-24.6% |
| Participation rate | 58.3% | 75.5%-17.3pp | 82.2%-23.9pp | 67.2%-8.9pp |
| Annual return | 15.66% | 8746.45%-8730.8pp | 419.75%-404.1pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,666 | $7,302+18.7% | $8,071+7.4% | $4,348+99.3% |
| Admin fee / account holder | $7,448 | $1,750+325.6% | $13,005-42.7% | $1,944+283.1% |