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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 | $34,781 | $45,022-22.7% | $85,126-59.1% | $77,714-55.2% |
| Participation rate | 12.8% | 48.7%-35.9pp | 67.5%-54.7pp | 70.6%-57.8pp |
| Annual return | 856.87% | 79.38%+777.5pp | 66.63%+790.2pp | 31.26%+825.6pp |
| Employer contribution / active EE | $229 | $1,610-85.8% | $2,731-91.6% | $2,727-91.6% |
| Participant deferral / active EE | $425 | $2,811-84.9% | $4,523-90.6% | $4,649-90.9% |
| Admin fee / account holder | $3,670 | $913+301.9% | $6,160-40.4% | $433+747.0% |