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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 | $32,674 | $55,446-41.1% | $155,574-79.0% | $74,429-56.1% |
| Participation rate | 53.1% | 61.9%-8.8pp | 78.2%-25.2pp | 67.2%-14.2pp |
| Annual return | 13.62% | 269.20%-255.6pp | 64.87%-51.2pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $2,373 | $2,266+4.7% | $4,676-49.3% | $2,625-9.6% |
| Participant deferral / active EE | $2,590 | $2,836-8.7% | $5,629-54.0% | $4,348-40.4% |
| Admin fee / account holder | $1,914 | $1,743+9.8% | $15,914-88.0% | $1,944-1.6% |