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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 | $45,455 | $83,369-45.5% | $105,223-56.8% | $67,986-33.1% |
| Participation rate | 36.0% | 56.3%-20.3pp | 75.0%-39.0pp | 57.2%-21.2pp |
| Annual return | 16.87% | 24.64%-7.8pp | 180.65%-163.8pp | 31.67%-14.8pp |
| Employer contribution / active EE | $427 | $2,541-83.2% | $3,689-88.4% | $2,019-78.8% |
| Participant deferral / active EE | $2,070 | $3,295-37.2% | $5,072-59.2% | $3,358-38.4% |
| Admin fee / account holder | $4,409 | $4,073+8.3% | $8,859-50.2% | $3,203+37.7% |