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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 | $55,495 | $45,900+20.9% | $94,057-41.0% | $64,340-13.7% |
| Participation rate | 62.7% | 50.6%+12.1pp | 73.3%-10.6pp | 55.2%+7.5pp |
| Annual return | 16.44% | 50.47%-34.0pp | 480.62%-464.2pp | 24.14%-7.7pp |
| Employer contribution / active EE | $1,741 | $1,612+8.0% | $2,933-40.7% | $1,862-6.5% |
| Participant deferral / active EE | $3,123 | $2,102+48.6% | $4,709-33.7% | $2,980+4.8% |
| Admin fee / account holder | $5,638 | $3,143+79.4% | $7,244-22.2% | $3,703+52.3% |