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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 | $79,187 | $59,467+33.2% | $93,727-15.5% | $74,478+6.3% |
| Participation rate | 65.6% | 59.6%+6.0pp | 68.7%-3.1pp | 67.2%-1.6pp |
| Annual return | 15.02% | 82.14%-67.1pp | 133.83%-118.8pp | 1370.56%-1355.5pp |
| Employer contribution / active EE | $2,572 | $1,267+103.1% | $2,421+6.2% | $2,626-2.0% |
| Participant deferral / active EE | $5,147 | $3,052+68.7% | $4,417+16.5% | $4,350+18.3% |
| Admin fee / account holder | $5,522 | $3,028+82.3% | $8,292-33.4% | $1,946+183.8% |