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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 | $25,509 | $66,004-61.4% | $81,820-68.8% | $77,714-67.2% |
| Participation rate | 45.8% | 65.8%-20.0pp | 72.4%-26.6pp | 70.6%-24.8pp |
| Annual return | 31.14% | 26.65%+4.5pp | 777.93%-746.8pp | 31.26%-0.1pp |
| Employer contribution / active EE | $349 | $2,375-85.3% | $2,915-88.0% | $2,727-87.2% |
| Participant deferral / active EE | $1,118 | $3,508-68.1% | $4,323-74.1% | $4,649-76.0% |
| Admin fee / account holder | $4,229 | $527+702.7% | $7,391-42.8% | $433+876.1% |