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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 | $53,445 | $51,736+3.3% | $120,225-55.5% | $67,986-21.4% |
| Participation rate | 61.3% | 46.1%+15.2pp | 69.6%-8.3pp | 57.2%+4.1pp |
| Annual return | 39.00% | 31.98%+7.0pp | 439.23%-400.2pp | 31.67%+7.3pp |
| Employer contribution / active EE | $2,637 | $1,071+146.1% | $3,475-24.1% | $2,019+30.6% |
| Participant deferral / active EE | $5,371 | $2,206+143.5% | $3,999+34.3% | $3,358+60.0% |
| Admin fee / account holder | $5,071 | $4,159+21.9% | $5,696-11.0% | $3,203+58.3% |