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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 | $96,697 | $75,058+28.8% | $152,301-36.5% | $64,340+50.3% |
| Participation rate | 58.5% | 60.9%-2.4pp | 82.4%-23.9pp | 55.2%+3.3pp |
| Annual return | 17.00% | 29.93%-12.9pp | 80.50%-63.5pp | 24.14%-7.1pp |
| Employer contribution / active EE | $1,843 | $2,605-29.3% | $4,624-60.2% | $1,862-1.0% |
| Participant deferral / active EE | $3,520 | $5,041-30.2% | $8,004-56.0% | $2,980+18.1% |
| Admin fee / account holder | $2,194 | $4,050-45.8% | $14,398-84.8% | $3,703-40.7% |