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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 | $86,900 | $72,027+20.6% | $185,835-53.2% | $79,852+8.8% |
| Participation rate | 51.0% | 65.8%-14.7pp | 78.0%-27.0pp | 69.6%-18.6pp |
| Annual return | 13.27% | 23.13%-9.9pp | 35.96%-22.7pp | 31.72%-18.4pp |
| Employer contribution / active EE | $328 | $1,965-83.3% | $4,087-92.0% | $2,471-86.7% |
| Participant deferral / active EE | $2,413 | $3,780-36.2% | $5,633-57.2% | $3,740-35.5% |
| Admin fee / account holder | $755 | $4,513-83.3% | $9,502-92.1% | $5,306-85.8% |