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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.)
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 | $135,637 | $88,137+53.9% | $164,975-17.8% | $74,429+82.2% |
| Participation rate | 57.2% | 73.1%-15.9pp | 78.6%-21.4pp | 67.2%-10.0pp |
| Annual return | 12.91% | 17.13%-4.2pp | 70.12%-57.2pp | 1368.38%-1355.5pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,648 | $4,501+3.3% | $6,033-23.0% | $4,348+6.9% |
| Admin fee / account holder | $6,731 | $2,231+201.6% | $12,688-47.0% | $1,944+246.2% |