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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 | $99,827 | $88,672+12.6% | $105,223-5.1% | $82,448+21.1% |
| Participation rate | 41.9% | 67.9%-26.0pp | 75.0%-33.1pp | 68.1%-26.1pp |
| Annual return | 9.94% | 30.86%-20.9pp | 180.65%-170.7pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,108 | $3,048-63.6% | $3,689-70.0% | $2,551-56.6% |
| Participant deferral / active EE | $3,161 | $4,036-21.7% | $5,072-37.7% | $4,139-23.6% |
| Admin fee / account holder | $489 | $7,146-93.2% | $8,859-94.5% | $7,234-93.2% |