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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 | $36,120 | $82,163-56.0% | $125,381-71.2% | $64,819-44.3% |
| Participation rate | 42.3% | 77.9%-35.6pp | 82.4%-40.1pp | 71.5%-29.2pp |
| Annual return | 0.00% | 3.49%-3.5pp | 572.31%-572.3pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,495 | $3,616-58.7% | $4,815-69.0% | $2,507-40.4% |
| Participant deferral / active EE | $3,660 | $7,175-49.0% | $7,448-50.9% | $4,311-15.1% |
| Admin fee / account holder | $7,992 | $163+4797.0% | $10,007-20.1% | $188+4154.9% |