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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 | $26,968 | $45,343-40.5% | $150,298-82.1% | $67,986-60.3% |
| Participation rate | 51.1% | 51.9%-0.8pp | 77.8%-26.7pp | 57.2%-6.1pp |
| Annual return | 21.93% | 33.28%-11.3pp | 62.79%-40.9pp | 31.67%-9.7pp |
| Employer contribution / active EE | $1,662 | $1,462+13.7% | $4,154-60.0% | $2,019-17.7% |
| Participant deferral / active EE | $3,750 | $2,055+82.5% | $5,453-31.2% | $3,358+11.7% |
| Admin fee / account holder | $603 | $2,250-73.2% | $14,116-95.7% | $3,203-81.2% |