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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,800 | $66,459+6.5% | $81,286-12.9% | $77,714-8.9% |
| Participation rate | 10.7% | 68.7%-58.0pp | 69.5%-58.8pp | 70.6%-59.9pp |
| Annual return | 15.69% | 15.95%-0.3pp | 24.80%-9.1pp | 31.26%-15.6pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $2,463-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $402 | $3,674-89.1% | $3,883-89.6% | $4,649-91.3% |
| Admin fee / account holder | $334 | $585-43.0% | $5,764-94.2% | $433-23.0% |