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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 | $52,758 | $101,591-48.1% | $147,096-64.1% | $74,429-29.1% |
| Participation rate | 52.7% | 75.5%-22.8pp | 82.2%-29.5pp | 67.2%-14.5pp |
| Annual return | 34.88% | 8746.45%-8711.6pp | 419.75%-384.9pp | 1368.38%-1333.5pp |
| Employer contribution / active EE | $637 | $3,813-83.3% | $4,936-87.1% | $2,625-75.7% |
| Participant deferral / active EE | $5,337 | $7,302-26.9% | $8,071-33.9% | $4,348+22.7% |
| Admin fee / account holder | $3,202 | $1,750+83.0% | $13,005-75.4% | $1,944+64.7% |