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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,457 | $74,552+272.2% | $63,018+340.3% | $69,631+298.5% |
| Participation rate | 1.8% | 78.3%-76.4pp | 74.8%-73.0pp | 70.7%-68.8pp |
| Annual return | 12.05% | 15.77%-3.7pp | 87.62%-75.6pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $49 | $2,974-98.4% | $3,330-98.5% | $3,224-98.5% |
| Admin fee / account holder | $679 | $59+1043.3% | $3,601-81.1% | $110+515.0% |