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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.)
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 | $38,335 | $55,453-30.9% | $170,435-77.5% | $62,293-38.5% |
| Participation rate | 52.0% | 66.4%-14.3pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 14.05% | 21.38%-7.3pp | 205.94%-191.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $992 | $2,303-56.9% | $4,939-79.9% | $3,169-68.7% |
| Admin fee / account holder | $573 | $455+26.0% | $13,881-95.9% | $479+19.6% |