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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 | $68,260 | $84,493-19.2% | $125,381-45.6% | $66,938+2.0% |
| Participation rate | 65.6% | 76.4%-10.8pp | 82.4%-16.8pp | 69.8%-4.2pp |
| Annual return | -1.30% | -8.49%+7.2pp | 572.31%-573.6pp | 1.58%-2.9pp |
| Employer contribution / active EE | $1,401 | $3,554-60.6% | $4,815-70.9% | $2,545-44.9% |
| Participant deferral / active EE | $3,290 | $6,783-51.5% | $7,448-55.8% | $4,238-22.4% |
| Admin fee / account holder | $6,752 | $685+885.6% | $10,007-32.5% | $594+1037.6% |