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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 | $75,243 | $89,093-15.5% | $102,434-26.5% | $77,736-3.2% |
| Participation rate | 41.3% | 80.9%-39.6pp | 76.5%-35.2pp | 70.6%-29.2pp |
| Annual return | 10.34% | 25.03%-14.7pp | 29.46%-19.1pp | 31.26%-20.9pp |
| Employer contribution / active EE | $1,887 | $2,699-30.1% | $3,023-37.6% | $2,728-30.8% |
| Participant deferral / active EE | $3,970 | $5,147-22.9% | $5,055-21.5% | $4,651-14.6% |
| Admin fee / account holder | $326 | $236+38.4% | $9,462-96.6% | $433-24.7% |