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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 | $67,638 | $83,369-18.9% | $105,223-35.7% | $67,986-0.5% |
| Participation rate | 43.5% | 56.3%-12.7pp | 75.0%-31.5pp | 57.2%-13.7pp |
| Annual return | 14.35% | 24.64%-10.3pp | 180.65%-166.3pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,544 | $2,541-39.2% | $3,689-58.1% | $2,019-23.5% |
| Participant deferral / active EE | $2,598 | $3,295-21.2% | $5,072-48.8% | $3,358-22.6% |
| Admin fee / account holder | $6,511 | $4,073+59.9% | $8,859-26.5% | $3,203+103.3% |