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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 | $114,740 | $99,957+14.8% | $149,715-23.4% | $73,493+56.1% |
| Participation rate | 69.5% | 75.7%-6.2pp | 82.5%-12.9pp | 70.7%-1.2pp |
| Annual return | 27.34% | 53.87%-26.5pp | 276.66%-249.3pp | 28.51%-1.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,006 | $6,073+81.2% | $6,842+60.9% | $3,740+194.3% |
| Admin fee / account holder | $3,269 | $551+493.6% | $9,310-64.9% | $513+537.2% |