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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 | $62,483 | $101,672-38.5% | $147,117-57.5% | $74,478-16.1% |
| Participation rate | 65.5% | 75.5%-10.0pp | 82.2%-16.7pp | 67.2%-1.7pp |
| Annual return | 14.98% | 8757.83%-8742.9pp | 420.54%-405.6pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $2,717 | $3,813-28.7% | $4,932-44.9% | $2,626+3.5% |
| Participant deferral / active EE | $6,204 | $7,305-15.1% | $8,065-23.1% | $4,350+42.6% |
| Admin fee / account holder | $7,864 | $1,753+348.6% | $12,993-39.5% | $1,946+304.2% |