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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 | $21,657 | $46,745-53.7% | $60,547-64.2% | $52,331-58.6% |
| Participation rate | 16.8% | 58.6%-41.8pp | 68.0%-51.2pp | 68.1%-51.4pp |
| Annual return | -2.40% | 0.61%-3.0pp | 335.64%-338.0pp | 4.54%-6.9pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $280 | $2,145-87.0% | $3,328-91.6% | $3,022-90.7% |
| Admin fee / account holder | $315 | $537-41.3% | $4,536-93.1% | $592-46.7% |