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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 | $55,470-64.6% | $155,556-87.4% | $74,478-73.6% |
| Participation rate | 55.6% | 61.9%-6.3pp | 78.2%-22.7pp | 67.2%-11.7pp |
| Annual return | 13.12% | 269.80%-256.7pp | 64.84%-51.7pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,333 | $2,838-53.0% | $5,631-76.3% | $4,350-69.4% |
| Admin fee / account holder | $2,626 | $1,744+50.6% | $15,885-83.5% | $1,946+35.0% |