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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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,151 | $73,102-31.4% | $123,552-59.4% | $56,287-10.9% |
| Participation rate | 57.1% | 74.3%-17.2pp | 82.3%-25.2pp | 69.9%-12.7pp |
| Annual return | -4.48% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $502 | $2,977-83.1% | $4,628-89.1% | $2,111-76.2% |
| Participant deferral / active EE | $4,333 | $5,423-20.1% | $6,426-32.6% | $3,350+29.4% |
| Admin fee / account holder | $477 | $554-13.8% | $9,285-94.9% | $521-8.4% |