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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.
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 | $24,938 | $125,797-80.2% | $170,028-85.3% | $75,181-66.8% |
| Participation rate | 69.5% | 83.6%-14.1pp | 87.0%-17.5pp | 67.2%+2.3pp |
| Annual return | -9.48% | 27.20%-36.7pp | 53.39%-62.9pp | 160.69%-170.2pp |
| Employer contribution / active EE | $2,040 | $4,616-55.8% | $6,788-69.9% | $2,671-23.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,409-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,108 | $8,177-86.4% | $12,820-91.4% | $5,650-80.4% |