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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 | $89,259+11.8% | $107,187-6.9% | $82,637+20.8% |
| Participation rate | 41.9% | 67.9%-26.0pp | 75.0%-33.1pp | 68.1%-26.1pp |
| Annual return | 9.94% | 21.02%-11.1pp | 204.55%-194.6pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,108 | $3,080-64.0% | $3,782-70.7% | $2,552-56.6% |
| Participant deferral / active EE | $3,161 | $4,037-21.7% | $5,096-38.0% | $4,126-23.4% |
| Admin fee / account holder | $489 | $7,381-93.4% | $9,162-94.7% | $7,339-93.3% |