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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 | $44,090 | $65,437-32.6% | $86,698-49.1% | $66,949-34.1% |
| Participation rate | 47.2% | 75.5%-28.3pp | 76.6%-29.4pp | 69.8%-22.6pp |
| Annual return | -18.48% | -10.91%-7.6pp | 35.96%-54.4pp | 1.57%-20.1pp |
| Employer contribution / active EE | $768 | $2,154-64.3% | $2,837-72.9% | $2,545-69.8% |
| Participant deferral / active EE | $2,243 | $4,102-45.3% | $4,656-51.8% | $4,239-47.1% |
| Admin fee / account holder | $364 | $642-43.2% | $7,492-95.1% | $594-38.6% |