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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 | $67,469 | $88,360-23.6% | $145,433-53.6% | $67,986-0.8% |
| Participation rate | 53.1% | 65.5%-12.4pp | 82.1%-29.0pp | 57.2%-4.1pp |
| Annual return | 26.81% | 63.15%-36.3pp | 66.58%-39.8pp | 31.67%-4.9pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,886 | $5,932+16.1% | $7,897-12.8% | $3,358+105.1% |
| Admin fee / account holder | $7,418 | $3,313+123.9% | $13,129-43.5% | $3,203+131.6% |