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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 | $94,762 | $26,137+262.6% | $58,561+61.8% | $74,460+27.3% |
| Participation rate | 19.8% | 32.2%-12.4pp | 50.9%-31.1pp | 70.7%-51.0pp |
| Annual return | 21.00% | 32.53%-11.5pp | 4251.33%-4230.3pp | 34.38%-13.4pp |
| Employer contribution / active EE | $438 | $537-18.4% | $1,053-58.4% | $2,638-83.4% |
| Participant deferral / active EE | $1,037 | $1,076-3.6% | $1,923-46.1% | $4,530-77.1% |
| Admin fee / account holder | $4,813 | $648+642.6% | $2,520+90.9% | $348+1283.8% |