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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 | $55,929 | $42,546+31.5% | $71,796-22.1% | $55,167+1.4% |
| Participation rate | 25.9% | 59.1%-33.3pp | 69.1%-43.3pp | 69.0%-43.1pp |
| Annual return | 9.08% | 12.36%-3.3pp | 78.04%-69.0pp | 169.23%-160.1pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,133 | $2,064-45.1% | $2,794-59.4% | $3,054-62.9% |
| Admin fee / account holder | $390 | $650-40.0% | $4,815-91.9% | $504-22.6% |