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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 | $62,830 | $85,135-26.2% | $98,920-36.5% | $73,415-14.4% |
| Participation rate | 27.7% | 81.1%-53.4pp | 76.0%-48.3pp | 72.2%-44.5pp |
| Annual return | -4.95% | 19.14%-24.1pp | 196.47%-201.4pp | 59.30%-64.2pp |
| Employer contribution / active EE | $0 | $2,721-100.0% | $2,689-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,163 | $4,349-73.2% | $4,245-72.6% | $3,806-69.4% |
| Admin fee / account holder | $312 | $139+124.1% | $6,643-95.3% | $158+97.6% |