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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,284 | $59,467-20.5% | $93,727-49.6% | $74,478-36.5% |
| Participation rate | 55.9% | 59.6%-3.7pp | 68.7%-12.8pp | 67.2%-11.3pp |
| Annual return | 14.08% | 82.14%-68.1pp | 133.83%-119.7pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,130 | $3,052+2.6% | $4,417-29.1% | $4,350-28.0% |
| Admin fee / account holder | $2,651 | $3,028-12.5% | $8,292-68.0% | $1,946+36.2% |