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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 | $48,751 | $52,293-6.8% | $178,503-72.7% | $73,412-33.6% |
| Participation rate | 22.7% | 65.3%-42.6pp | 81.9%-59.2pp | 72.2%-49.5pp |
| Annual return | 15.79% | 34.75%-19.0pp | 151.12%-135.3pp | 59.30%-43.5pp |
| Employer contribution / active EE | $161 | $1,736-90.7% | $5,011-96.8% | $2,234-92.8% |
| Participant deferral / active EE | $768 | $2,333-67.1% | $5,202-85.2% | $3,806-79.8% |
| Admin fee / account holder | $352 | $127+176.2% | $13,987-97.5% | $158+122.8% |