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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 | $31,435 | $71,192-55.8% | $117,860-73.3% | $62,293-49.5% |
| Participation rate | 58.7% | 74.2%-15.6pp | 79.7%-21.0pp | 69.5%-10.9pp |
| Annual return | 15.94% | 18.66%-2.7pp | 335.10%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $1,794 | $1,934-7.2% | $3,786-52.6% | $2,042-12.2% |
| Participant deferral / active EE | $2,489 | $3,189-21.9% | $4,482-44.5% | $3,169-21.5% |
| Admin fee / account holder | $1,899 | $587+223.3% | $8,021-76.3% | $479+296.1% |