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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 | $69,063 | $81,777-15.5% | $148,496-53.5% | $69,733-1.0% |
| Participation rate | 50.3% | 70.9%-20.6pp | 76.0%-25.7pp | 62.5%-12.2pp |
| Annual return | 20.10% | 14.38%+5.7pp | 12.33%+7.8pp | 15.22%+4.9pp |
| Employer contribution / active EE | $1,986 | $2,488-20.2% | $3,497-43.2% | $2,250-11.8% |
| Participant deferral / active EE | $4,247 | $3,367+26.1% | $4,808-11.7% | $3,054+39.0% |
| Admin fee / account holder | $15,249 | $2,991+409.9% | $19,547-22.0% | $3,102+391.6% |