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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 | $58,602 | $76,112-23.0% | $96,544-39.3% | $71,529-18.1% |
| Participation rate | 33.8% | 74.4%-40.6pp | 76.0%-42.2pp | 67.9%-34.1pp |
| Annual return | 16.88% | 22.80%-5.9pp | 25.88%-9.0pp | 28.97%-12.1pp |
| Employer contribution / active EE | $972 | $2,248-56.8% | $2,966-67.2% | $2,590-62.5% |
| Participant deferral / active EE | $2,272 | $4,217-46.1% | $4,851-53.2% | $4,291-47.1% |
| Admin fee / account holder | $4,190 | $2,708+54.7% | $8,254-49.2% | $1,588+163.8% |