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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 | $22,709 | $30,423-25.4% | $56,025-59.5% | $74,478-69.5% |
| Participation rate | 35.1% | 32.9%+2.3pp | 52.5%-17.4pp | 67.2%-32.1pp |
| Annual return | 12.17% | 24.97%-12.8pp | 1712.69%-1700.5pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $193 | $610-68.3% | $1,042-81.4% | $2,626-92.6% |
| Participant deferral / active EE | $544 | $1,176-53.8% | $1,955-72.2% | $4,350-87.5% |
| Admin fee / account holder | $3,664 | $2,363+55.1% | $2,828+29.6% | $1,946+88.3% |