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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 | $71,403 | $36,002+98.3% | $161,489-55.8% | $64,728+10.3% |
| Participation rate | 18.5% | 57.4%-39.0pp | 78.7%-60.2pp | 57.9%-39.4pp |
| Annual return | 13.47% | 33.93%-20.5pp | 89.72%-76.2pp | 49.38%-35.9pp |
| Employer contribution / active EE | $102 | $1,380-92.6% | $4,268-97.6% | $2,243-95.4% |
| Participant deferral / active EE | $737 | $1,815-59.4% | $5,630-86.9% | $2,729-73.0% |
| Admin fee / account holder | $4,734 | $931+408.7% | $16,006-70.4% | $1,145+313.4% |