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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.)
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 | $259,986 | $69,383+274.7% | $101,271+156.7% | $73,493+253.8% |
| Participation rate | 1.5% | 68.4%-66.8pp | 75.8%-74.3pp | 70.7%-69.1pp |
| Annual return | 34.56% | 18.46%+16.1pp | 46.48%-11.9pp | 28.51%+6.0pp |
| Employer contribution / active EE | $728 | $2,628-72.3% | $3,660-80.1% | $2,270-67.9% |
| Participant deferral / active EE | $1,223 | $3,301-62.9% | $4,371-72.0% | $3,740-67.3% |
| Admin fee / account holder | $1,054 | $704+49.8% | $5,948-82.3% | $513+105.4% |