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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 | $76,336 | $54,045+41.2% | $115,170-33.7% | $65,185+17.1% |
| Participation rate | 33.1% | 63.5%-30.4pp | 75.9%-42.8pp | 70.2%-37.1pp |
| Annual return | 38.22% | 26.55%+11.7pp | 35.60%+2.6pp | 29.38%+8.8pp |
| Employer contribution / active EE | $250 | $1,653-84.9% | $3,179-92.2% | $2,177-88.5% |
| Participant deferral / active EE | $1,512 | $2,504-39.6% | $4,169-63.7% | $3,514-57.0% |
| Admin fee / account holder | $653 | $626+4.3% | $7,089-90.8% | $847-23.0% |