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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 | $143,451 | $83,090+72.6% | $130,062+10.3% | $71,529+100.5% |
| Participation rate | 60.5% | 74.1%-13.7pp | 78.5%-18.1pp | 67.9%-7.5pp |
| Annual return | 13.38% | 20.61%-7.2pp | -137.37%+150.8pp | 28.97%-15.6pp |
| Employer contribution / active EE | $1,740 | $2,624-33.7% | $4,322-59.7% | $2,590-32.8% |
| Participant deferral / active EE | $4,109 | $4,436-7.4% | $5,821-29.4% | $4,291-4.3% |
| Admin fee / account holder | $786 | $1,727-54.5% | $10,601-92.6% | $1,588-50.5% |