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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 | $35,201 | $75,832-53.6% | $147,617-76.2% | $59,633-41.0% |
| Participation rate | 58.1% | 71.6%-13.5pp | 84.6%-26.6pp | 68.7%-10.6pp |
| Annual return | -1.41% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $1,253 | $3,485-64.0% | $5,564-77.5% | $2,203-43.1% |
| Participant deferral / active EE | $2,161 | $3,131-31.0% | $4,895-55.9% | $3,192-32.3% |
| Admin fee / account holder | $319 | $5,986-94.7% | $11,612-97.3% | $4,297-92.6% |