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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,168 | $80,753+5.5% | $136,298-37.5% | $62,293+36.7% |
| Participation rate | 54.1% | 73.5%-19.4pp | 81.9%-27.8pp | 69.5%-15.4pp |
| Annual return | 15.07% | 35.83%-20.8pp | 5156.27%-5141.2pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,353 | $2,884-53.1% | $4,696-71.2% | $2,042-33.8% |
| Participant deferral / active EE | $5,163 | $5,1640% | $6,247-17.3% | $3,169+62.9% |
| Admin fee / account holder | $321 | $525-38.8% | $9,244-96.5% | $479-33.0% |