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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 | $78,483-38.2% | $106,201-54.4% | $74,546-35.0% |
| Participation rate | 63.5% | 72.8%-9.3pp | 75.3%-11.8pp | 67.2%-3.7pp |
| Annual return | 54.12% | 15.94%+38.2pp | 116.26%-62.1pp | 1366.03%-1311.9pp |
| Employer contribution / active EE | $1,908 | $2,522-24.3% | $3,170-39.8% | $2,624-27.3% |
| Participant deferral / active EE | $4,217 | $4,320-2.4% | $5,012-15.9% | $4,347-3.0% |
| Admin fee / account holder | $2,842 | $2,236+27.1% | $11,039-74.3% | $1,944+46.2% |