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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,014 | $155,795-53.1% | $136,298-46.4% | $69,631+4.9% |
| Participation rate | 41.0% | 75.2%-34.2pp | 81.9%-40.9pp | 70.7%-29.6pp |
| Annual return | 14.87% | 232464.33%-232449.5pp | 5156.27%-5141.4pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,223 | $2,991-59.1% | $4,696-74.0% | $2,032-39.8% |
| Participant deferral / active EE | $1,385 | $5,394-74.3% | $6,247-77.8% | $3,224-57.0% |
| Admin fee / account holder | $430 | $128+235.6% | $9,244-95.3% | $110+289.8% |