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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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,218,902 | $73,638+1555.3% | $95,964+1170.2% | $73,497+1558.4% |
| Participation rate | 0.0% | 76.2%-76.2pp | 77.1%-77.1pp | 70.7%-70.7pp |
| Annual return | 17.63% | 16.78%+0.9pp | 91.64%-74.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $716 | $1,863-61.5% | $2,541-71.8% | $2,270-68.4% |
| Participant deferral / active EE | $1,553 | $3,617-57.1% | $4,167-62.7% | $3,740-58.5% |
| Admin fee / account holder | $11,145 | $482+2211.7% | $6,797+64.0% | $513+2072.1% |