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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 | $94,550 | $45,626+107.2% | $94,105+0.5% | $64,097+47.5% |
| Participation rate | 59.3% | 48.0%+11.3pp | 71.9%-12.6pp | 55.2%+4.1pp |
| Annual return | 26.19% | 28.23%-2.0pp | 204.55%-178.4pp | 34.64%-8.5pp |
| Employer contribution / active EE | $1,181 | $1,171+0.8% | $2,504-52.9% | $1,891-37.6% |
| Participant deferral / active EE | $3,169 | $2,128+48.9% | $3,881-18.3% | $3,080+2.9% |
| Admin fee / account holder | $1,429 | $2,872-50.3% | $6,199-77.0% | $3,454-58.6% |