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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 | $21,291 | $42,909-50.4% | $152,093-86.0% | $71,012-70.0% |
| Participation rate | 19.8% | 54.7%-34.9pp | 77.8%-58.0pp | 58.6%-38.7pp |
| Annual return | 17.10% | 30.57%-13.5pp | 66.36%-49.3pp | 37.67%-20.6pp |
| Employer contribution / active EE | $253 | $1,369-81.5% | $4,175-93.9% | $2,348-89.2% |
| Participant deferral / active EE | $787 | $1,904-58.7% | $5,451-85.6% | $3,246-75.8% |
| Admin fee / account holder | $986 | $1,014-2.8% | $14,497-93.2% | $1,167-15.5% |