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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 | $23,021 | $37,440-38.5% | $77,081-70.1% | $66,930-65.6% |
| Participation rate | 62.7% | 52.9%+9.8pp | 67.9%-5.2pp | 69.8%-7.1pp |
| Annual return | -17.89% | -3.26%-14.6pp | 42.33%-60.2pp | 1.57%-19.5pp |
| Employer contribution / active EE | $2,400 | $1,534+56.4% | $2,813-14.7% | $2,545-5.7% |
| Participant deferral / active EE | $1,077 | $2,620-58.9% | $4,428-75.7% | $4,238-74.6% |
| Admin fee / account holder | $1,167 | $568+105.6% | $5,427-78.5% | $593+96.7% |