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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 | $32,245 | $48,050-32.9% | $96,754-66.7% | $64,340-49.9% |
| Participation rate | 26.3% | 40.6%-14.3pp | 70.3%-44.0pp | 55.2%-29.0pp |
| Annual return | 20.74% | 23.41%-2.7pp | 82.04%-61.3pp | 24.14%-3.4pp |
| Employer contribution / active EE | $29 | $1,204-97.6% | $2,679-98.9% | $1,862-98.4% |
| Participant deferral / active EE | $1,924 | $2,191-12.2% | $4,758-59.6% | $2,980-35.4% |
| Admin fee / account holder | $4,879 | $3,741+30.4% | $8,905-45.2% | $3,703+31.8% |