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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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,350 | $84,482-38.0% | $125,363-58.2% | $66,930-21.8% |
| Participation rate | 58.1% | 76.4%-18.3pp | 82.4%-24.3pp | 69.8%-11.7pp |
| Annual return | -8.50% | -8.49%0pp | 572.15%-580.6pp | 1.57%-10.1pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $5,506 | $6,782-18.8% | $7,447-26.1% | $4,238+29.9% |
| Admin fee / account holder | $411 | $685-40.0% | $10,005-95.9% | $593-30.7% |