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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 | $36,388 | $24,891+46.2% | $69,632-47.7% | $74,478-51.1% |
| Participation rate | 55.6% | 63.4%-7.9pp | 66.4%-10.9pp | 67.2%-11.7pp |
| Annual return | 14.45% | 18.53%-4.1pp | 101.32%-86.9pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $1,186 | $1,005+18.0% | $1,708-30.6% | $2,626-54.8% |
| Participant deferral / active EE | $2,653 | $1,908+39.0% | $2,889-8.2% | $4,350-39.0% |
| Admin fee / account holder | $970 | $1,904-49.1% | $4,695-79.3% | $1,946-50.2% |