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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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,948 | $148,970+125.5% | $133,698+151.3% | $200,096+67.9% |
| Participation rate | 67.8% | 79.4%-11.6pp | 76.4%-8.6pp | 72.0%-4.2pp |
| Annual return | 9.96% | 27.07%-17.1pp | 580.90%-570.9pp | 34.26%-24.3pp |
| Employer contribution / active EE | $2,321 | $3,561-34.8% | $4,218-45.0% | $3,038-23.6% |
| Participant deferral / active EE | $5,439 | $6,140-11.4% | $7,016-22.5% | $5,090+6.9% |
| Admin fee / account holder | $2,637 | $144+1732.8% | $6,703-60.7% | $269+879.3% |