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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 | $22,339 | $45,343-50.7% | $150,298-85.1% | $67,986-67.1% |
| Participation rate | 37.9% | 51.9%-13.9pp | 77.8%-39.8pp | 57.2%-19.3pp |
| Annual return | 15.47% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $568 | $1,462-61.1% | $4,154-86.3% | $2,019-71.9% |
| Participant deferral / active EE | $926 | $2,055-54.9% | $5,453-83.0% | $3,358-72.4% |
| Admin fee / account holder | $4,661 | $2,250+107.2% | $14,116-67.0% | $3,203+45.5% |