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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 | $25,088 | $51,096-50.9% | $100,712-75.1% | $71,012-64.7% |
| Participation rate | 12.7% | 47.0%-34.3pp | 69.3%-56.6pp | 58.6%-45.9pp |
| Annual return | 15.44% | 16.42%-1.0pp | 33.27%-17.8pp | 37.67%-22.2pp |
| Employer contribution / active EE | $180 | $1,127-84.0% | $2,313-92.2% | $2,348-92.3% |
| Participant deferral / active EE | $324 | $1,937-83.3% | $4,085-92.1% | $3,246-90.0% |
| Admin fee / account holder | $2,037 | $2,179-6.5% | $9,256-78.0% | $1,167+74.5% |