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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 | $43,372 | $80,731-46.3% | $103,374-58.0% | $74,546-41.8% |
| Participation rate | 52.2% | 65.7%-13.5pp | 74.5%-22.3pp | 67.2%-15.0pp |
| Annual return | 24.11% | 27.56%-3.4pp | 24.89%-0.8pp | 1366.03%-1341.9pp |
| Employer contribution / active EE | $1,480 | $3,158-53.1% | $3,869-61.8% | $2,624-43.6% |
| Participant deferral / active EE | $2,695 | $3,860-30.2% | $5,058-46.7% | $4,347-38.0% |
| Admin fee / account holder | $3,325 | $2,369+40.4% | $8,394-60.4% | $1,944+71.1% |