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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 | $56,115 | $101,672-44.8% | $147,117-61.9% | $74,478-24.7% |
| Participation rate | 58.3% | 75.5%-17.3pp | 82.2%-23.9pp | 67.2%-8.9pp |
| Annual return | 15.66% | 8757.83%-8742.2pp | 420.54%-404.9pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,666 | $7,305+18.6% | $8,065+7.5% | $4,350+99.2% |
| Admin fee / account holder | $7,448 | $1,753+324.8% | $12,993-42.7% | $1,946+282.8% |