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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 | $19,807 | $60,305-67.2% | $81,780-75.8% | $74,400-73.4% |
| Participation rate | 56.9% | 62.9%-6.0pp | 72.4%-15.5pp | 67.2%-10.3pp |
| Annual return | 18.03% | 16.89%+1.1pp | 776.27%-758.2pp | 1367.51%-1349.5pp |
| Employer contribution / active EE | $849 | $2,623-67.6% | $2,914-70.9% | $2,624-67.7% |
| Participant deferral / active EE | $910 | $3,390-73.1% | $4,321-78.9% | $4,348-79.1% |
| Admin fee / account holder | $2,923 | $1,484+96.9% | $7,384-60.4% | $1,944+50.4% |