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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 | $27,631 | $55,446-50.2% | $155,574-82.2% | $74,429-62.9% |
| Participation rate | 52.5% | 61.9%-9.4pp | 78.2%-25.7pp | 67.2%-14.7pp |
| Annual return | 13.79% | 269.20%-255.4pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $1,522 | $2,266-32.8% | $4,676-67.5% | $2,625-42.0% |
| Participant deferral / active EE | $2,109 | $2,836-25.6% | $5,629-62.5% | $4,348-51.5% |
| Admin fee / account holder | $3,001 | $1,743+72.1% | $15,914-81.1% | $1,944+54.3% |