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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 | $64,263 | $99,957-35.7% | $149,730-57.1% | $73,493-12.6% |
| Participation rate | 48.3% | 75.7%-27.4pp | 82.5%-34.2pp | 70.7%-22.4pp |
| Annual return | 24.01% | 53.87%-29.9pp | 276.70%-252.7pp | 28.51%-4.5pp |
| Employer contribution / active EE | $380 | $3,191-88.1% | $4,645-91.8% | $2,270-83.3% |
| Participant deferral / active EE | $4,115 | $6,073-32.2% | $6,843-39.9% | $3,740+10.0% |
| Admin fee / account holder | $430 | $551-21.9% | $9,310-95.4% | $513-16.1% |