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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 | $51,173 | $76,669-33.3% | $96,520-47.0% | $71,495-28.4% |
| Participation rate | 49.1% | 66.6%-17.4pp | 74.3%-25.2pp | 67.9%-18.8pp |
| Annual return | 17.60% | 48.29%-30.7pp | 35.72%-18.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,792 | $3,031-40.9% | $3,739-52.1% | $2,589-30.8% |
| Participant deferral / active EE | $3,066 | $3,771-18.7% | $4,879-37.2% | $4,291-28.5% |
| Admin fee / account holder | $3,888 | $2,028+91.7% | $6,733-42.2% | $1,588+144.9% |