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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 | $33,711 | $83,369-59.6% | $105,223-68.0% | $67,986-50.4% |
| Participation rate | 66.2% | 56.3%+9.9pp | 75.0%-8.9pp | 57.2%+9.0pp |
| Annual return | 15.87% | 24.64%-8.8pp | 180.65%-164.8pp | 31.67%-15.8pp |
| Employer contribution / active EE | $8,470 | $2,541+233.4% | $3,689+129.6% | $2,019+319.6% |
| Participant deferral / active EE | $833 | $3,295-74.7% | $5,072-83.6% | $3,358-75.2% |
| Admin fee / account holder | $3,090 | $4,073-24.1% | $8,859-65.1% | $3,203-3.5% |