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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 | $83,973 | $91,424-8.1% | $135,942-38.2% | $71,495+17.5% |
| Participation rate | 63.6% | 75.7%-12.0pp | 81.9%-18.3pp | 67.9%-4.3pp |
| Annual return | 20.63% | 29.90%-9.3pp | 68.28%-47.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,542 | $3,704-31.4% | $4,858-47.7% | $2,589-1.8% |
| Participant deferral / active EE | $5,331 | $7,092-24.8% | $7,759-31.3% | $4,291+24.3% |
| Admin fee / account holder | $8,961 | $1,266+607.8% | $10,764-16.7% | $1,588+464.4% |