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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 | $36,978 | $65,092-43.2% | $143,799-74.3% | $66,938-44.8% |
| Participation rate | 44.4% | 65.2%-20.8pp | 80.3%-35.9pp | 69.8%-25.4pp |
| Annual return | -18.10% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $856 | $2,362-63.7% | $4,952-82.7% | $2,545-66.4% |
| Participant deferral / active EE | $1,886 | $2,920-35.4% | $5,638-66.6% | $4,238-55.5% |
| Admin fee / account holder | $557 | $502+10.9% | $14,677-96.2% | $594-6.1% |