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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,118,185 | $74,706+1396.8% | $75,714+1376.9% | $79,391+1308.5% |
| Participation rate | 0.0% | 75.3%-75.3pp | 74.8%-74.8pp | 70.7%-70.7pp |
| Annual return | 11.64% | 18.52%-6.9pp | 104.62%-93.0pp | 116.88%-105.2pp |
| Employer contribution / active EE | $1,603 | $2,590-38.1% | $2,744-41.6% | $2,428-34.0% |
| Participant deferral / active EE | $2,063 | $3,533-41.6% | $3,820-46.0% | $4,046-49.0% |
| Admin fee / account holder | $430 | $374+14.8% | $3,619-88.1% | $627-31.4% |