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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 | $19,628 | $55,446-64.6% | $155,574-87.4% | $74,429-73.6% |
| Participation rate | 55.6% | 61.9%-6.4pp | 78.2%-22.7pp | 67.2%-11.7pp |
| Annual return | 13.12% | 269.20%-256.1pp | 64.87%-51.7pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,333 | $2,836-53.0% | $5,629-76.3% | $4,348-69.3% |
| Admin fee / account holder | $2,626 | $1,743+50.7% | $15,914-83.5% | $1,944+35.1% |