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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 | $25,815 | $54,717-52.8% | $86,216-70.1% | $71,511-63.9% |
| Participation rate | 60.0% | 60.1%-0.1pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | 18.60% | 20.07%-1.5pp | 1169.42%-1150.8pp | 28.86%-10.3pp |
| Employer contribution / active EE | $806 | $1,267-36.4% | $2,382-66.2% | $2,589-68.9% |
| Participant deferral / active EE | $1,748 | $3,110-43.8% | $3,986-56.2% | $4,291-59.3% |
| Admin fee / account holder | $326 | $1,922-83.0% | $6,853-95.2% | $1,588-79.5% |