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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 | $51,197-47.5% | $82,726-67.5% | $66,923-59.9% |
| Participation rate | 57.5% | 67.8%-10.3pp | 72.6%-15.0pp | 69.8%-12.3pp |
| Annual return | -16.28% | -9.64%-6.6pp | 701.33%-717.6pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,740 | $2,611-33.3% | $3,009-42.2% | $2,545-31.6% |
| Participant deferral / active EE | $3,604 | $3,458+4.2% | $4,394-18.0% | $4,237-15.0% |
| Admin fee / account holder | $1,468 | $416+253.3% | $5,328-72.4% | $593+147.5% |