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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 | $26,853 | $51,223-47.6% | $82,763-67.6% | $66,949-59.9% |
| Participation rate | 57.5% | 67.9%-10.4pp | 72.6%-15.0pp | 69.8%-12.3pp |
| Annual return | -16.28% | -9.85%-6.4pp | 702.45%-718.7pp | 1.57%-17.8pp |
| Employer contribution / active EE | $1,740 | $2,611-33.3% | $3,008-42.2% | $2,545-31.6% |
| Participant deferral / active EE | $3,604 | $3,460+4.1% | $4,395-18.0% | $4,239-15.0% |
| Admin fee / account holder | $1,468 | $415+253.4% | $5,325-72.4% | $594+147.4% |