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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 | $118,777 | $88,360+34.4% | $145,433-18.3% | $67,986+74.7% |
| Participation rate | 51.6% | 65.5%-13.9pp | 82.1%-30.6pp | 57.2%-5.6pp |
| Annual return | 19.76% | 63.15%-43.4pp | 66.58%-46.8pp | 31.67%-11.9pp |
| Employer contribution / active EE | $1,242 | $3,054-59.3% | $4,554-72.7% | $2,019-38.5% |
| Participant deferral / active EE | $6,011 | $5,932+1.3% | $7,897-23.9% | $3,358+79.0% |
| Admin fee / account holder | $3,775 | $3,313+13.9% | $13,129-71.2% | $3,203+17.8% |