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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 | $33,636 | $47,977-29.9% | $154,108-78.2% | $56,289-40.2% |
| Participation rate | 56.7% | 66.2%-9.4pp | 83.0%-26.3pp | 69.9%-13.1pp |
| Annual return | -5.99% | 3.54%-9.5pp | 735.21%-741.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $943 | $2,169-56.5% | $5,298-82.2% | $2,111-55.3% |
| Participant deferral / active EE | $2,410 | $2,392+0.8% | $5,081-52.6% | $3,350-28.1% |
| Admin fee / account holder | $3,770 | $438+760.3% | $13,411-71.9% | $521+623.7% |