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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 | $62,315 | $51,604+20.8% | $129,295-51.8% | $80,874-22.9% |
| Participation rate | 0.0% | 57.0%-57.0pp | 69.6%-69.6pp | 67.6%-67.6pp |
| Annual return | 11.97% | 20.76%-8.8pp | 9429.28%-9417.3pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,169 | $1,585-26.2% | $4,157-71.9% | $2,756-57.6% |
| Participant deferral / active EE | $3,773 | $2,670+41.3% | $4,169-9.5% | $4,297-12.2% |
| Admin fee / account holder | $8,316 | $4,310+92.9% | $7,665+8.5% | $6,935+19.9% |