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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 | $48,463 | $78,607-38.3% | $105,624-54.1% | $74,478-34.9% |
| Participation rate | 63.5% | 72.8%-9.3pp | 75.3%-11.8pp | 67.2%-3.7pp |
| Annual return | 54.12% | 15.96%+38.2pp | 116.20%-62.1pp | 1370.56%-1316.4pp |
| Employer contribution / active EE | $1,908 | $2,523-24.4% | $3,168-39.8% | $2,626-27.4% |
| Participant deferral / active EE | $4,217 | $4,325-2.5% | $5,013-15.9% | $4,350-3.1% |
| Admin fee / account holder | $2,842 | $2,220+28.0% | $10,961-74.1% | $1,946+46.0% |