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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 | $63,948 | $67,602-5.4% | $82,312-22.3% | $70,126-8.8% |
| Participation rate | 62.4% | 72.8%-10.4pp | 76.9%-14.5pp | 69.5%-7.2pp |
| Annual return | 20.36% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $1,567 | $1,755-10.7% | $2,428-35.5% | $2,343-33.1% |
| Participant deferral / active EE | $1,958 | $2,987-34.4% | $3,706-47.2% | $3,332-41.2% |
| Admin fee / account holder | $490 | $4,512-89.1% | $5,608-91.3% | $4,645-89.5% |