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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 | $108,636 | $83,023+30.8% | $102,437+6.1% | $77,762+39.7% |
| Participation rate | 39.1% | 71.5%-32.4pp | 74.5%-35.4pp | 70.6%-31.5pp |
| Annual return | 9.14% | 19.12%-10.0pp | 24.95%-15.8pp | 31.27%-22.1pp |
| Employer contribution / active EE | $6,106 | $3,552+71.9% | $3,871+57.7% | $2,728+123.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $645 | $639+0.9% | $8,388-92.3% | $433+49.0% |