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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 | $70,447 | $60,165+17.1% | $74,184-5.0% | $55,167+27.7% |
| Participation rate | 20.7% | 74.2%-53.5pp | 76.6%-55.9pp | 69.0%-48.3pp |
| Annual return | 6.48% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $831 | $2,973-72.0% | $3,550-76.6% | $3,054-72.8% |
| Admin fee / account holder | $542 | $419+29.2% | $5,586-90.3% | $504+7.5% |