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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 | $40,838 | $50,820-19.6% | $155,567-73.7% | $77,671-47.4% |
| Participation rate | 35.1% | 63.1%-28.0pp | 78.2%-43.1pp | 70.6%-35.5pp |
| Annual return | 155.86% | 34.85%+121.0pp | 64.74%+91.1pp | 31.21%+124.7pp |
| Employer contribution / active EE | $465 | $1,993-76.7% | $4,674-90.1% | $2,726-83.0% |
| Participant deferral / active EE | $902 | $2,823-68.1% | $5,628-84.0% | $4,648-80.6% |
| Admin fee / account holder | $769 | $436+76.4% | $15,916-95.2% | $430+78.6% |