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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $37,703 | $69,305-45.6% | $82,312-54.2% | $69,631-45.9% |
| Participation rate | 31.1% | 80.3%-49.2pp | 76.9%-45.8pp | 70.7%-39.6pp |
| Annual return | 189.20% | 21.47%+167.7pp | 25.88%+163.3pp | 27571.02%-27381.8pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $90 | $3,568-97.5% | $3,706-97.6% | $3,224-97.2% |
| Admin fee / account holder | $399 | $97+310.9% | $5,608-92.9% | $110+261.6% |