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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 | $59,456+33.2% | $93,669-15.5% | $74,429+6.4% |
| Participation rate | 65.6% | 59.6%+5.9pp | 68.7%-3.1pp | 67.2%-1.6pp |
| Annual return | 15.02% | 82.00%-67.0pp | 133.59%-118.6pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $2,572 | $1,266+103.2% | $2,424+6.1% | $2,625-2.0% |
| Participant deferral / active EE | $5,147 | $3,052+68.7% | $4,416+16.6% | $4,348+18.4% |
| Admin fee / account holder | $5,522 | $3,026+82.5% | $8,291-33.4% | $1,944+184.0% |