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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 | $42,311 | $101,499-58.3% | $147,005-71.2% | $74,546-43.2% |
| Participation rate | 59.5% | 75.5%-16.0pp | 82.2%-22.6pp | 67.2%-7.7pp |
| Annual return | 19.10% | 8732.34%-8713.2pp | 418.76%-399.7pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $2,537 | $3,811-33.4% | $4,934-48.6% | $2,624-3.3% |
| Participant deferral / active EE | $3,508 | $7,304-52.0% | $8,070-56.5% | $4,347-19.3% |
| Admin fee / account holder | $3,115 | $1,748+78.2% | $13,006-76.1% | $1,944+60.3% |