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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 | $85,318 | $44,746+90.7% | $88,179-3.2% | $64,097+33.1% |
| Participation rate | 33.2% | 39.8%-6.6pp | 69.1%-35.9pp | 55.2%-22.0pp |
| Annual return | 16.26% | 24.70%-8.4pp | 64.97%-48.7pp | 34.64%-18.4pp |
| Employer contribution / active EE | $696 | $1,078-35.4% | $2,549-72.7% | $1,891-63.2% |
| Participant deferral / active EE | $2,799 | $2,072+35.1% | $4,614-39.3% | $3,080-9.1% |
| Admin fee / account holder | $11,491 | $3,437+234.3% | $7,673+49.8% | $3,454+232.7% |