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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,329 | $50,464-32.0% | $75,784-54.7% | $52,331-34.4% |
| Participation rate | 9.2% | 66.8%-57.6pp | 75.8%-66.7pp | 68.1%-58.9pp |
| Annual return | -3.11% | 1.03%-4.1pp | 9.68%-12.8pp | 4.54%-7.7pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $374 | $2,570-85.5% | $3,652-89.8% | $3,022-87.6% |
| Admin fee / account holder | $319 | $1,103-71.1% | $5,300-94.0% | $592-46.2% |