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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 | $23,097 | $65,390-64.7% | $169,385-86.4% | $71,495-67.7% |
| Participation rate | 55.8% | 67.0%-11.1pp | 77.2%-21.3pp | 67.9%-12.1pp |
| Annual return | 19.49% | 21.31%-1.8pp | 405.82%-386.3pp | 28.85%-9.4pp |
| Employer contribution / active EE | $1,472 | $2,079-29.2% | $4,012-63.3% | $2,589-43.1% |
| Participant deferral / active EE | $3,017 | $4,367-30.9% | $6,221-51.5% | $4,291-29.7% |
| Admin fee / account holder | $1,517 | $1,324+14.6% | $9,011-83.2% | $1,588-4.4% |