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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.)
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 | $22,061 | $47,922-54.0% | $75,901-70.9% | $65,185-66.2% |
| Participation rate | 17.0% | 63.0%-45.9pp | 69.3%-52.2pp | 70.2%-53.2pp |
| Annual return | 25.05% | 24.12%+0.9pp | 30.76%-5.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,501-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $305 | $2,550-88.0% | $3,603-91.5% | $3,514-91.3% |
| Admin fee / account holder | $386 | $532-27.4% | $5,420-92.9% | $847-54.4% |