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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 | $145,038 | $100,801+43.9% | $149,745-3.1% | $73,412+97.6% |
| Participation rate | 65.1% | 77.7%-12.6pp | 82.5%-17.4pp | 72.2%-7.1pp |
| Annual return | 13.05% | 265.34%-252.3pp | 276.72%-263.7pp | 59.30%-46.2pp |
| Employer contribution / active EE | $2,475 | $3,312-25.3% | $4,646-46.7% | $2,234+10.8% |
| Participant deferral / active EE | $6,221 | $6,404-2.9% | $6,843-9.1% | $3,806+63.5% |
| Admin fee / account holder | $313 | $181+73.3% | $9,312-96.6% | $158+98.5% |