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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,197 | $174,875-81.0% | $125,381-73.5% | - |
| Participation rate | 69.7% | 70.4%-0.7pp | 82.4%-12.7pp | - |
| Annual return | -19.56% | -12.92%-6.6pp | 572.31%-591.9pp | - |
| Employer contribution / active EE | $2,236 | $3,570-37.4% | $4,815-53.6% | - |
| Participant deferral / active EE | $7,868 | $6,354+23.8% | $7,448+5.6% | - |
| Admin fee / account holder | $1,127 | $56,366-98.0% | $10,007-88.7% | - |