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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 | $59,364 | $72,290-17.9% | $260,467-77.2% | $69,733-14.9% |
| Participation rate | 43.2% | 62.1%-19.0pp | 80.5%-37.3pp | 62.5%-19.3pp |
| Annual return | 18.06% | 15.52%+2.5pp | 100.60%-82.5pp | 15.22%+2.8pp |
| Employer contribution / active EE | $352 | $2,277-84.5% | $4,239-91.7% | $2,250-84.3% |
| Participant deferral / active EE | $3,073 | $3,176-3.3% | $6,319-51.4% | $3,054+0.6% |
| Admin fee / account holder | $9,065 | $6,687+35.5% | $15,461-41.4% | $3,102+192.2% |