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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 | $95,409 | $76,642+24.5% | $146,866-35.0% | $65,306+46.1% |
| Participation rate | 65.9% | 61.2%+4.7pp | 82.5%-16.6pp | 57.7%+8.3pp |
| Annual return | 24.51% | 33.40%-8.9pp | 102.85%-78.3pp | 21.94%+2.6pp |
| Employer contribution / active EE | $2,949 | $2,621+12.5% | $4,425-33.4% | $1,967+49.9% |
| Participant deferral / active EE | $7,095 | $4,864+45.9% | $7,759-8.6% | $2,959+139.7% |
| Admin fee / account holder | $317 | $3,960-92.0% | $13,620-97.7% | $3,480-90.9% |