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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 | $34,504 | $44,898-23.2% | $85,126-59.5% | $199,921-82.7% |
| Participation rate | 8.7% | 45.7%-37.0pp | 67.5%-58.8pp | 72.0%-63.3pp |
| Annual return | 78.65% | 20.98%+57.7pp | 66.63%+12.0pp | 34.28%+44.4pp |
| Employer contribution / active EE | $181 | $1,367-86.7% | $2,731-93.4% | $3,035-94.0% |
| Participant deferral / active EE | $552 | $2,670-79.3% | $4,523-87.8% | $5,089-89.2% |
| Admin fee / account holder | $457 | $585-22.0% | $6,160-92.6% | $269+69.7% |