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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 | $74,759 | $71,534+4.5% | $98,462-24.1% | $71,529+4.5% |
| Participation rate | 45.6% | 72.7%-27.1pp | 75.2%-29.6pp | 67.9%-22.3pp |
| Annual return | 23.92% | 32.44%-8.5pp | 21.17%+2.7pp | 28.97%-5.1pp |
| Employer contribution / active EE | $3,264 | $2,399+36.0% | $3,049+7.1% | $2,590+26.0% |
| Participant deferral / active EE | $2,931 | $4,109-28.7% | $4,738-38.1% | $4,291-31.7% |
| Admin fee / account holder | $5,259 | $1,677+213.7% | $8,875-40.7% | $1,588+231.1% |