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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 | $64,106 | $55,449+15.6% | $83,830-23.5% | $56,287+13.9% |
| Participation rate | 19.9% | 68.0%-48.1pp | 76.1%-56.2pp | 69.9%-49.9pp |
| Annual return | -6.86% | -1.38%-5.5pp | 850.97%-857.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $599 | $2,430-75.4% | $3,631-83.5% | $2,111-71.6% |
| Participant deferral / active EE | $1,016 | $2,935-65.4% | $4,082-75.1% | $3,350-69.7% |
| Admin fee / account holder | $309 | $656-52.9% | $5,479-94.4% | $521-40.7% |