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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,356 | $43,344+163.8% | $59,899+90.9% | $64,173+78.2% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | 10.79% | -1.55%+12.3pp | 3.46%+7.3pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,978 | $2,030-2.5% | $2,723-27.4% | $2,381-16.9% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $310 | $3,008-89.7% | $3,592-91.4% | $4,887-93.7% |