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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,645 | $98,776+28.2% | $149,745-15.4% | $79,856+58.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 11.75% | 27.38%-15.6pp | 276.72%-265.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,286 | $3,217-29.0% | $4,646-50.8% | $2,471-7.5% |
| Participant deferral / active EE | $8,730 | $5,681+53.7% | $6,843+27.6% | $3,741+133.4% |
| Admin fee / account holder | $513 | $6,053-91.5% | $9,312-94.5% | $5,306-90.3% |