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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,221 | $72,620-11.6% | $90,760-29.2% | $66,938-4.1% |
| Participation rate | 37.8% | 73.7%-35.9pp | 75.7%-37.9pp | 69.8%-32.0pp |
| Annual return | -16.94% | -12.28%-4.7pp | -12.16%-4.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $652 | $2,369-72.5% | $2,922-77.7% | $2,545-74.4% |
| Participant deferral / active EE | $1,326 | $3,979-66.7% | $4,565-71.0% | $4,238-68.7% |
| Admin fee / account holder | $327 | $707-53.8% | $8,444-96.1% | $594-44.9% |