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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,498 | $62,132-60.6% | $185,835-86.8% | $73,493-66.7% |
| Participation rate | 16.7% | 67.8%-51.1pp | 78.0%-61.4pp | 70.7%-54.0pp |
| Annual return | 15.41% | 20.44%-5.0pp | 35.96%-20.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $542 | $3,711-85.4% | $5,633-90.4% | $3,740-85.5% |
| Admin fee / account holder | $390 | $419-6.8% | $9,502-95.9% | $513-24.0% |