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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 | $25,857 | $55,437-53.4% | $155,534-83.4% | $74,459-65.3% |
| Participation rate | 66.7% | 61.9%+4.8pp | 78.2%-11.6pp | 67.2%-0.6pp |
| Annual return | 17.89% | 269.58%-251.7pp | 64.92%-47.0pp | 1369.70%-1351.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,900 | $2,837+37.5% | $5,630-30.7% | $4,350-10.3% |
| Admin fee / account holder | $2,278 | $1,742+30.7% | $15,900-85.7% | $1,945+17.1% |