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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 | $81,169 | $64,909+25.0% | $82,312-1.4% | $62,293+30.3% |
| Participation rate | 24.1% | 74.9%-50.8pp | 76.9%-52.8pp | 69.5%-45.4pp |
| Annual return | 14.27% | 21.18%-6.9pp | 25.88%-11.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $938 | $3,103-69.8% | $3,706-74.7% | $3,169-70.4% |
| Admin fee / account holder | $604 | $440+37.4% | $5,608-89.2% | $479+26.0% |