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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $505,727 | $54,757+823.6% | $90,287+460.1% | $72,986+592.9% |
| Participation rate | 64.5% | 65.1%-0.6pp | 73.3%-8.8pp | 69.5%-5.0pp |
| Annual return | 13.36% | 30.63%-17.3pp | 78.10%-64.7pp | 81.01%-67.6pp |
| Employer contribution / active EE | $2,780 | $2,092+32.8% | $2,855-2.6% | $2,440+13.9% |
| Participant deferral / active EE | $5,344 | $2,887+85.1% | $3,885+37.6% | $3,607+48.1% |
| Admin fee / account holder | $2,759 | $3,972-30.5% | $5,351-48.4% | $5,124-46.2% |