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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 | $21,576 | $36,002-40.1% | $161,489-86.6% | $64,728-66.7% |
| Participation rate | 20.8% | 57.4%-36.7pp | 78.7%-57.9pp | 57.9%-37.1pp |
| Annual return | 18.66% | 33.93%-15.3pp | 89.72%-71.1pp | 49.38%-30.7pp |
| Employer contribution / active EE | $431 | $1,380-68.7% | $4,268-89.9% | $2,243-80.8% |
| Participant deferral / active EE | $768 | $1,815-57.7% | $5,630-86.4% | $2,729-71.8% |
| Admin fee / account holder | $1,116 | $931+20.0% | $16,006-93.0% | $1,145-2.5% |