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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 | $93,676 | $58,726+59.5% | $92,240+1.6% | $62,293+50.4% |
| Participation rate | 36.6% | 68.3%-31.8pp | 76.5%-39.9pp | 69.5%-32.9pp |
| Annual return | 9.56% | 43.62%-34.1pp | 176.29%-166.7pp | 28.90%-19.3pp |
| Employer contribution / active EE | $994 | $2,392-58.4% | $3,680-73.0% | $2,042-51.3% |
| Participant deferral / active EE | $1,503 | $2,766-45.6% | $3,897-61.4% | $3,169-52.6% |
| Admin fee / account holder | $810 | $556+45.6% | $5,194-84.4% | $479+69.1% |