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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 | $53,670 | $84,493-36.5% | $125,381-57.2% | $66,938-19.8% |
| Participation rate | 69.3% | 76.4%-7.1pp | 82.4%-13.1pp | 69.8%-0.5pp |
| Annual return | -19.91% | -8.49%-11.4pp | 572.31%-592.2pp | 1.58%-21.5pp |
| Employer contribution / active EE | $2,638 | $3,554-25.8% | $4,815-45.2% | $2,545+3.6% |
| Participant deferral / active EE | $3,662 | $6,783-46.0% | $7,448-50.8% | $4,238-13.6% |
| Admin fee / account holder | $335 | $685-51.0% | $10,007-96.6% | $594-43.5% |