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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 | $56,244 | $43,496+29.3% | $161,489-65.2% | $64,340-12.6% |
| Participation rate | 36.8% | 53.5%-16.7pp | 78.7%-41.9pp | 55.2%-18.4pp |
| Annual return | 8.84% | 20.76%-11.9pp | 89.72%-80.9pp | 24.14%-15.3pp |
| Employer contribution / active EE | $491 | $1,431-65.7% | $4,268-88.5% | $1,862-73.6% |
| Participant deferral / active EE | $1,046 | $1,996-47.6% | $5,630-81.4% | $2,980-64.9% |
| Admin fee / account holder | $363 | $2,330-84.4% | $16,006-97.7% | $3,703-90.2% |