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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 | $58,806 | $51,166+14.9% | $70,544-16.6% | $71,511-17.8% |
| Participation rate | 54.5% | 59.4%-4.9pp | 68.4%-13.9pp | 67.9%-13.4pp |
| Annual return | 16.53% | 42.71%-26.2pp | 32.79%-16.3pp | 28.86%-12.3pp |
| Employer contribution / active EE | $298 | $1,793-83.4% | $2,976-90.0% | $2,589-88.5% |
| Participant deferral / active EE | $2,702 | $3,031-10.8% | $4,568-40.9% | $4,291-37.0% |
| Admin fee / account holder | $562 | $2,000-71.9% | $6,427-91.3% | $1,588-64.6% |