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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 | $24,382 | $61,356-60.3% | $149,696-83.7% | $71,511-65.9% |
| Participation rate | 47.7% | 62.5%-14.8pp | 78.8%-31.0pp | 67.9%-20.2pp |
| Annual return | 20.76% | 35.86%-15.1pp | 134.46%-113.7pp | 28.86%-8.1pp |
| Employer contribution / active EE | $830 | $2,382-65.1% | $4,821-82.8% | $2,589-67.9% |
| Participant deferral / active EE | $1,573 | $2,920-46.1% | $5,682-72.3% | $4,291-63.3% |
| Admin fee / account holder | $621 | $1,263-50.8% | $13,212-95.3% | $1,588-60.9% |