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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 | $57,020 | $54,368+4.9% | $117,039-51.3% | $62,293-8.5% |
| Participation rate | 35.1% | 64.9%-29.9pp | 77.2%-42.1pp | 69.5%-34.5pp |
| Annual return | 15.46% | 21.77%-6.3pp | 18.95%-3.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $225 | $1,692-86.7% | $3,785-94.1% | $2,042-89.0% |
| Participant deferral / active EE | $1,352 | $2,269-40.4% | $3,929-65.6% | $3,169-57.3% |
| Admin fee / account holder | $466 | $493-5.5% | $5,974-92.2% | $479-2.7% |