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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 | $65,960 | $64,705+1.9% | $62,929+4.8% | $67,986-3.0% |
| Participation rate | 34.0% | 65.6%-31.6pp | 73.1%-39.1pp | 57.2%-23.2pp |
| Annual return | 13.29% | 20.31%-7.0pp | 1063.93%-1050.6pp | 31.67%-18.4pp |
| Employer contribution / active EE | $236 | $2,376-90.1% | $2,505-90.6% | $2,019-88.3% |
| Participant deferral / active EE | $1,362 | $3,198-57.4% | $3,888-65.0% | $3,358-59.5% |
| Admin fee / account holder | $2,827 | $1,428+98.0% | $5,065-44.2% | $3,203-11.7% |