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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 | $37,814 | $69,774-45.8% | $67,575-44.0% | $74,459-49.2% |
| Participation rate | 41.0% | 71.4%-30.4pp | 72.9%-31.9pp | 67.2%-26.2pp |
| Annual return | 19.62% | -40.53%+60.1pp | 3528.98%-3509.4pp | 1369.70%-1350.1pp |
| Employer contribution / active EE | $1,418 | $2,710-47.7% | $2,736-48.2% | $2,626-46.0% |
| Participant deferral / active EE | $3,186 | $3,636-12.4% | $4,003-20.4% | $4,350-26.8% |
| Admin fee / account holder | $3,731 | $890+319.3% | $3,993-6.6% | $1,945+91.8% |