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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 | $26,814 | $47,163-43.1% | $149,696-82.1% | $74,460-64.0% |
| Participation rate | 35.2% | 63.4%-28.2pp | 78.8%-43.5pp | 70.7%-35.5pp |
| Annual return | 23.82% | 22.75%+1.1pp | 134.46%-110.6pp | 34.38%-10.6pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,614 | $2,730-4.3% | $5,682-54.0% | $4,530-42.3% |
| Admin fee / account holder | $721 | $343+110.2% | $13,212-94.5% | $348+107.3% |