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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 | $55,423-51.8% | $155,602-82.8% | $74,400-64.1% |
| Participation rate | 46.7% | 61.9%-15.2pp | 78.2%-31.5pp | 67.2%-20.5pp |
| Annual return | 14.41% | 269.07%-254.7pp | 64.81%-50.4pp | 1367.51%-1353.1pp |
| Employer contribution / active EE | $779 | $2,266-65.6% | $4,675-83.3% | $2,624-70.3% |
| Participant deferral / active EE | $2,846 | $2,835+0.4% | $5,629-49.4% | $4,348-34.6% |
| Admin fee / account holder | $304 | $1,744-82.6% | $15,923-98.1% | $1,944-84.4% |