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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 | $69,577 | $101,539-31.5% | $147,041-52.7% | $74,400-6.5% |
| Participation rate | 62.5% | 75.5%-13.0pp | 82.2%-19.7pp | 67.2%-4.7pp |
| Annual return | 15.16% | 8740.84%-8725.7pp | 419.21%-404.0pp | 1367.51%-1352.3pp |
| Employer contribution / active EE | $2,410 | $3,811-36.8% | $4,935-51.2% | $2,624-8.2% |
| Participant deferral / active EE | $4,941 | $7,304-32.3% | $8,071-38.8% | $4,348+13.6% |
| Admin fee / account holder | $4,032 | $1,749+130.5% | $13,006-69.0% | $1,944+107.4% |