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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 | $30,269 | $55,470-45.4% | $155,556-80.5% | $74,478-59.4% |
| Participation rate | 53.2% | 61.9%-8.7pp | 78.2%-25.1pp | 67.2%-14.0pp |
| Annual return | 19.23% | 269.80%-250.6pp | 64.84%-45.6pp | 1370.56%-1351.3pp |
| Employer contribution / active EE | $470 | $2,267-79.3% | $4,675-90.0% | $2,626-82.1% |
| Participant deferral / active EE | $2,323 | $2,838-18.2% | $5,631-58.8% | $4,350-46.6% |
| Admin fee / account holder | $591 | $1,744-66.1% | $15,885-96.3% | $1,946-69.6% |