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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 | $64,871 | $76,696-15.4% | $96,515-32.8% | $71,511-9.3% |
| Participation rate | 47.5% | 66.6%-19.0pp | 74.3%-26.8pp | 67.9%-20.4pp |
| Annual return | 17.73% | 48.32%-30.6pp | 35.73%-18.0pp | 28.86%-11.1pp |
| Employer contribution / active EE | $4,245 | $3,032+40.0% | $3,740+13.5% | $2,589+64.0% |
| Participant deferral / active EE | $5,902 | $3,770+56.6% | $4,880+21.0% | $4,291+37.6% |
| Admin fee / account holder | $368 | $2,030-81.9% | $6,735-94.5% | $1,588-76.8% |