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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.)
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 | $69,821 | $100,801-30.7% | $149,745-53.4% | $73,412-4.9% |
| Participation rate | 59.1% | 77.7%-18.6pp | 82.5%-23.4pp | 72.2%-13.1pp |
| Annual return | 13.73% | 265.34%-251.6pp | 276.72%-263.0pp | 59.30%-45.6pp |
| Employer contribution / active EE | $1,463 | $3,312-55.8% | $4,646-68.5% | $2,234-34.5% |
| Participant deferral / active EE | $1,578 | $6,404-75.4% | $6,843-76.9% | $3,806-58.5% |
| Admin fee / account holder | $325 | $181+79.5% | $9,312-96.5% | $158+105.6% |