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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 | $65,314 | $62,686+4.2% | $178,540-63.4% | $77,736-16.0% |
| Participation rate | 32.9% | 66.9%-33.9pp | 77.1%-44.2pp | 70.6%-37.6pp |
| Annual return | 13.84% | 16.16%-2.3pp | 27.15%-13.3pp | 31.26%-17.4pp |
| Employer contribution / active EE | $738 | $1,914-61.5% | $3,953-81.3% | $2,728-73.0% |
| Participant deferral / active EE | $2,002 | $4,224-52.6% | $6,281-68.1% | $4,651-57.0% |
| Admin fee / account holder | $2,570 | $386+565.6% | $10,424-75.3% | $433+493.0% |