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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,621 | $61,166+80.9% | $185,849-40.5% | $79,391+39.3% |
| Participation rate | 10.0% | 66.6%-56.7pp | 81.7%-71.8pp | 70.7%-60.8pp |
| Annual return | 12.59% | 19.45%-6.9pp | 122.10%-109.5pp | 116.88%-104.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $348 | $2,789-87.5% | $5,569-93.8% | $4,046-91.4% |
| Admin fee / account holder | $328 | $710-53.8% | $16,244-98.0% | $627-47.6% |