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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 | $26,420 | $40,435-34.7% | $80,669-67.2% | $74,478-64.5% |
| Participation rate | 67.0% | 47.4%+19.7pp | 67.0%0pp | 70.7%-3.7pp |
| Annual return | 9973.40% | 165.22%+9808.2pp | 937.61%+9035.8pp | 34.37%+9939.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,724-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $668 | $2,673-75.0% | $4,444-85.0% | $4,530-85.3% |
| Admin fee / account holder | $2,892 | $721+301.3% | $5,384-46.3% | $347+733.1% |