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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 | $44,634 | $47,977-7.0% | $154,108-71.0% | $56,289-20.7% |
| Participation rate | 25.9% | 66.2%-40.3pp | 83.0%-57.1pp | 69.9%-44.0pp |
| Annual return | -3.20% | 3.54%-6.7pp | 735.21%-738.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $223 | $2,169-89.7% | $5,298-95.8% | $2,111-89.4% |
| Participant deferral / active EE | $1,116 | $2,392-53.4% | $5,081-78.0% | $3,350-66.7% |
| Admin fee / account holder | $535 | $438+22.1% | $13,411-96.0% | $521+2.7% |