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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 | $24,578 | $42,546-42.2% | $71,796-65.8% | $55,167-55.4% |
| Participation rate | 31.4% | 59.1%-27.7pp | 69.1%-37.7pp | 69.0%-37.6pp |
| Annual return | 20.58% | 12.36%+8.2pp | 78.04%-57.5pp | 169.23%-148.6pp |
| Employer contribution / active EE | $171 | $803-78.7% | $1,924-91.1% | $1,963-91.3% |
| Participant deferral / active EE | $1,188 | $2,064-42.4% | $2,794-57.5% | $3,054-61.1% |
| Admin fee / account holder | $361 | $650-44.4% | $4,815-92.5% | $504-28.3% |