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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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,613 | $84,499+214.3% | $125,391+111.8% | $66,949+296.7% |
| Participation rate | 19.4% | 76.4%-57.0pp | 82.4%-62.9pp | 69.8%-50.4pp |
| Annual return | -16.04% | -8.49%-7.5pp | 572.41%-588.5pp | 1.57%-17.6pp |
| Employer contribution / active EE | $1,943 | $3,554-45.3% | $4,816-59.7% | $2,545-23.7% |
| Participant deferral / active EE | $4,717 | $6,785-30.5% | $7,448-36.7% | $4,239+11.3% |
| Admin fee / account holder | $2,030 | $685+196.4% | $10,009-79.7% | $594+242.1% |