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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,976 | $55,470-42.4% | $155,556-79.4% | $74,478-57.1% |
| Participation rate | 40.9% | 61.9%-21.0pp | 78.2%-37.3pp | 67.2%-26.3pp |
| Annual return | 8.10% | 269.80%-261.7pp | 64.84%-56.7pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,343 | $2,838-52.7% | $5,631-76.1% | $4,350-69.1% |
| Admin fee / account holder | $11,826 | $1,744+578.0% | $15,885-25.6% | $1,946+507.8% |