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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 | $41,891 | $51,283-18.3% | $95,740-56.2% | $71,511-41.4% |
| Participation rate | 61.2% | 63.1%-1.9pp | 72.3%-11.0pp | 67.9%-6.7pp |
| Annual return | 19.71% | 25.25%-5.5pp | 28.41%-8.7pp | 28.86%-9.1pp |
| Employer contribution / active EE | $1,591 | $1,817-12.4% | $2,836-43.9% | $2,589-38.5% |
| Participant deferral / active EE | $2,571 | $3,365-23.6% | $4,244-39.4% | $4,291-40.1% |
| Admin fee / account holder | $1,387 | $1,135+22.2% | $5,676-75.6% | $1,588-12.7% |