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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 | $58,520 | $73,102-19.9% | $123,553-52.6% | $56,289+4.0% |
| Participation rate | 63.9% | 74.3%-10.4pp | 82.3%-18.4pp | 69.9%-6.0pp |
| Annual return | -5.89% | 3.01%-8.9pp | 119.21%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,466 | $2,977-17.2% | $4,628-46.7% | $2,111+16.8% |
| Participant deferral / active EE | $5,883 | $5,423+8.5% | $6,426-8.4% | $3,350+75.6% |
| Admin fee / account holder | $9,841 | $554+1677.3% | $9,284+6.0% | $521+1789.0% |