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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 | $27,826 | $49,451-43.7% | $79,576-65.0% | $66,930-58.4% |
| Participation rate | 52.7% | 61.3%-8.7pp | 69.5%-16.8pp | 69.8%-17.1pp |
| Annual return | -10.71% | 84.25%-95.0pp | 0.15%-10.9pp | 1.57%-12.3pp |
| Employer contribution / active EE | $817 | $1,266-35.4% | $2,413-66.1% | $2,545-67.9% |
| Participant deferral / active EE | $2,846 | $3,159-9.9% | $3,985-28.6% | $4,238-32.9% |
| Admin fee / account holder | $2,499 | $595+320.3% | $6,834-63.4% | $593+321.1% |