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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 | $48,579 | $335,055-85.5% | $150,298-67.7% | - |
| Participation rate | 37.3% | 50.7%-13.4pp | 77.8%-40.4pp | - |
| Annual return | 13.47% | 11.52%+2.0pp | 62.79%-49.3pp | - |
| Employer contribution / active EE | $633 | $931-32.0% | $4,154-84.8% | - |
| Participant deferral / active EE | $1,961 | $1,801+8.9% | $5,453-64.0% | - |
| Admin fee / account holder | $3,490 | $66,580-94.8% | $14,116-75.3% | - |