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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.)
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 | $56,692 | $27,839+103.6% | $61,452-7.7% | $78,104-27.4% |
| Participation rate | 0.3% | 29.8%-29.5pp | 52.6%-52.2pp | 74.5%-74.2pp |
| Annual return | -17.57% | -13.45%-4.1pp | 338.96%-356.5pp | 10.90%-28.5pp |
| Employer contribution / active EE | $0 | $367-100.0% | $1,160-100.0% | $3,128-100.0% |
| Participant deferral / active EE | $16 | $968-98.4% | $2,125-99.3% | $5,089-99.7% |
| Admin fee / account holder | $369 | $113+225.7% | $2,131-82.7% | $79+367.3% |