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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 | $28,023 | $43,496-35.6% | $161,489-82.6% | $64,340-56.4% |
| Participation rate | 45.4% | 53.5%-8.2pp | 78.7%-33.3pp | 55.2%-9.9pp |
| Annual return | 27.18% | 20.76%+6.4pp | 89.72%-62.5pp | 24.14%+3.0pp |
| Employer contribution / active EE | $1,313 | $1,431-8.3% | $4,268-69.2% | $1,862-29.5% |
| Participant deferral / active EE | $2,724 | $1,996+36.5% | $5,630-51.6% | $2,980-8.6% |
| Admin fee / account holder | $3,826 | $2,330+64.2% | $16,006-76.1% | $3,703+3.3% |