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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 | $121,214 | $51,184+136.8% | $66,439+82.4% | $86,983+39.4% |
| Participation rate | 20.9% | 68.5%-47.6pp | 74.5%-53.6pp | 69.5%-48.6pp |
| Annual return | 13.48% | 17.07%-3.6pp | 757.66%-744.2pp | 25.83%-12.4pp |
| Employer contribution / active EE | $5,849 | $2,023+189.1% | $2,637+121.8% | $2,584+126.3% |
| Participant deferral / active EE | $2,993 | $2,927+2.2% | $3,876-22.8% | $4,194-28.6% |
| Admin fee / account holder | $6,151 | $4,154+48.1% | $6,173-0.4% | $7,856-21.7% |