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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 | $48,892 | $60,454-19.1% | $81,844-40.3% | $74,459-34.3% |
| Participation rate | 56.6% | 63.0%-6.4pp | 72.4%-15.8pp | 67.2%-10.7pp |
| Annual return | 26.14% | 16.87%+9.3pp | 778.87%-752.7pp | 1369.70%-1343.6pp |
| Employer contribution / active EE | $2,824 | $2,630+7.4% | $2,916-3.2% | $2,626+7.6% |
| Participant deferral / active EE | $4,385 | $3,398+29.0% | $4,323+1.4% | $4,350+0.8% |
| Admin fee / account holder | $3,981 | $1,490+167.1% | $7,355-45.9% | $1,945+104.7% |