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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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,707 | $55,470-51.9% | $155,556-82.8% | $74,478-64.1% |
| Participation rate | 46.7% | 61.9%-15.2pp | 78.2%-31.6pp | 67.2%-20.6pp |
| Annual return | 14.41% | 269.80%-255.4pp | 64.84%-50.4pp | 1370.56%-1356.2pp |
| Employer contribution / active EE | $779 | $2,267-65.6% | $4,675-83.3% | $2,626-70.3% |
| Participant deferral / active EE | $2,846 | $2,838+0.3% | $5,631-49.5% | $4,350-34.6% |
| Admin fee / account holder | $304 | $1,744-82.6% | $15,885-98.1% | $1,946-84.4% |