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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 | $71,167 | $83,045-14.3% | $130,045-45.3% | $71,511-0.5% |
| Participation rate | 52.8% | 74.1%-21.3pp | 78.5%-25.7pp | 67.9%-15.2pp |
| Annual return | 20.87% | 20.61%+0.3pp | -137.30%+158.2pp | 28.86%-8.0pp |
| Employer contribution / active EE | $834 | $2,623-68.2% | $4,321-80.7% | $2,589-67.8% |
| Participant deferral / active EE | $3,981 | $4,436-10.2% | $5,820-31.6% | $4,291-7.2% |
| Admin fee / account holder | $6,107 | $1,727+253.6% | $10,600-42.4% | $1,588+284.4% |