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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,978 | $49,138+40.4% | $84,021-17.9% | $65,185+5.8% |
| Participation rate | 35.6% | 60.7%-25.2pp | 69.0%-33.4pp | 70.2%-34.6pp |
| Annual return | 17.18% | 23.00%-5.8pp | 71.32%-54.1pp | 29.38%-12.2pp |
| Employer contribution / active EE | $267 | $914-70.8% | $1,984-86.6% | $2,177-87.7% |
| Participant deferral / active EE | $1,415 | $2,397-41.0% | $3,239-56.3% | $3,514-59.7% |
| Admin fee / account holder | $554 | $543+1.9% | $6,102-90.9% | $847-34.6% |