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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 | $22,833 | $46,173-50.5% | $170,435-86.6% | $69,631-67.2% |
| Participation rate | 16.4% | 63.9%-47.5pp | 83.6%-67.2pp | 70.7%-54.3pp |
| Annual return | 9.41% | 21.62%-12.2pp | 205.94%-196.5pp | 27571.02%-27561.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $206 | $2,080-90.1% | $4,939-95.8% | $3,224-93.6% |
| Admin fee / account holder | $321 | $116+177.0% | $13,881-97.7% | $110+190.9% |