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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 | $70,162 | $27,330+156.7% | $67,704+3.6% | $55,191+27.1% |
| Participation rate | 6.0% | 47.5%-41.5pp | 67.5%-61.5pp | 69.2%-63.1pp |
| Annual return | -0.39% | 8.81%-9.2pp | 25.41%-25.8pp | 10.78%-11.2pp |
| Employer contribution / active EE | $150 | $855-82.4% | $2,559-94.1% | $1,899-92.1% |
| Participant deferral / active EE | $241 | $1,709-85.9% | $3,585-93.3% | $3,046-92.1% |
| Admin fee / account holder | $477 | $109+337.0% | $4,255-88.8% | $91+426.0% |