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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 | $35,907 | $42,548-15.6% | $74,549-51.8% | $56,287-36.2% |
| Participation rate | 2.9% | 60.5%-57.6pp | 69.1%-66.2pp | 69.9%-66.9pp |
| Annual return | -4.68% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $33 | $2,277-98.6% | $3,108-98.9% | $3,350-99.0% |
| Admin fee / account holder | $321 | $467-31.3% | $5,059-93.7% | $521-38.4% |