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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 | $32,112 | $31,105+3.2% | $53,647-40.1% | $64,097-49.9% |
| Participation rate | 55.8% | 30.7%+25.1pp | 56.3%-0.5pp | 55.2%+0.6pp |
| Annual return | 15.67% | 22.54%-6.9pp | 358.33%-342.7pp | 34.64%-19.0pp |
| Employer contribution / active EE | $514 | $441+16.7% | $962-46.5% | $1,891-72.8% |
| Participant deferral / active EE | $880 | $896-1.8% | $1,813-51.4% | $3,080-71.4% |
| Admin fee / account holder | $2,249 | $2,195+2.5% | $2,460-8.6% | $3,454-34.9% |