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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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,589 | $59,191-78.7% | $76,767-83.6% | $56,289-77.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 77.0%-77.0pp | 69.9%-69.9pp |
| Annual return | -2.69% | 6.62%-9.3pp | 2.43%-5.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $779 | $1,759-55.7% | $2,485-68.7% | $2,111-63.1% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $548 | $489+11.9% | $6,675-91.8% | $521+5.1% |