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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 | $113,584 | $59,467+91.0% | $93,727+21.2% | $74,478+52.5% |
| Participation rate | 65.3% | 59.6%+5.7pp | 68.7%-3.4pp | 67.2%-1.9pp |
| Annual return | 14.14% | 82.14%-68.0pp | 133.83%-119.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $433 | $1,267-65.8% | $2,421-82.1% | $2,626-83.5% |
| Participant deferral / active EE | $3,971 | $3,052+30.1% | $4,417-10.1% | $4,350-8.7% |
| Admin fee / account holder | $2,355 | $3,028-22.2% | $8,292-71.6% | $1,946+21.1% |