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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 | $24,509 | $55,636-55.9% | $81,991-70.1% | $73,493-66.7% |
| Participation rate | 22.6% | 62.3%-39.7pp | 69.3%-46.6pp | 70.7%-48.0pp |
| Annual return | 17.16% | 19.07%-1.9pp | 41.31%-24.2pp | 28.51%-11.4pp |
| Employer contribution / active EE | $433 | $1,625-73.4% | $2,498-82.7% | $2,270-80.9% |
| Participant deferral / active EE | $844 | $2,762-69.4% | $3,722-77.3% | $3,740-77.4% |
| Admin fee / account holder | $337 | $493-31.7% | $5,665-94.1% | $513-34.4% |