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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 | $60,385 | $111,491-45.8% | $189,520-68.1% | $86,813-30.4% |
| Participation rate | 40.3% | 87.3%-47.0pp | 87.8%-47.5pp | 72.3%-32.0pp |
| Annual return | 13.42% | 83.50%-70.1pp | 555.25%-541.8pp | 97.93%-84.5pp |
| Employer contribution / active EE | $2,186 | $3,951-44.7% | $6,161-64.5% | $2,406-9.1% |
| Participant deferral / active EE | $3,874 | $6,437-39.8% | $8,220-52.9% | $4,131-6.2% |
| Admin fee / account holder | $442 | $189+134.4% | $12,046-96.3% | $170+160.9% |