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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 | $21,819 | $50,464-56.8% | $75,784-71.2% | $52,331-58.3% |
| Participation rate | 55.9% | 66.8%-10.9pp | 75.8%-19.9pp | 68.1%-12.2pp |
| Annual return | -1.34% | 1.03%-2.4pp | 9.68%-11.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $248 | $1,988-87.5% | $3,323-92.5% | $1,882-86.8% |
| Participant deferral / active EE | $1,604 | $2,570-37.6% | $3,652-56.1% | $3,022-46.9% |
| Admin fee / account holder | $377 | $1,103-65.9% | $5,300-92.9% | $592-36.3% |