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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 | $16,444 | $42,396-61.2% | $67,313-75.6% | $56,289-70.8% |
| Participation rate | 17.9% | 61.0%-43.1pp | 69.1%-51.2pp | 69.9%-51.9pp |
| Annual return | -5.73% | -36.63%+30.9pp | -4.08%-1.6pp | -9.96%+4.2pp |
| Employer contribution / active EE | $0 | $1,414-100.0% | $2,566-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $261 | $2,360-88.9% | $3,568-92.7% | $3,350-92.2% |
| Admin fee / account holder | $431 | $510-15.4% | $4,507-90.4% | $521-17.2% |