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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 | $63,627 | $106,264-40.1% | $147,117-56.8% | $77,762-18.2% |
| Participation rate | 31.0% | 78.4%-47.4pp | 82.2%-51.2pp | 70.6%-39.6pp |
| Annual return | 37.74% | 56.94%-19.2pp | 420.54%-382.8pp | 31.27%+6.5pp |
| Employer contribution / active EE | $1,258 | $4,074-69.1% | $4,932-74.5% | $2,728-53.9% |
| Participant deferral / active EE | $2,628 | $8,003-67.2% | $8,065-67.4% | $4,651-43.5% |
| Admin fee / account holder | $2,113 | $334+532.1% | $12,993-83.7% | $433+388.2% |