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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 | $41,316 | $43,133-4.2% | $89,414-53.8% | $73,493-43.8% |
| Participation rate | 9.5% | 55.0%-45.4pp | 68.0%-58.4pp | 70.7%-61.1pp |
| Annual return | 12.39% | 135.66%-123.3pp | 245.50%-233.1pp | 28.51%-16.1pp |
| Employer contribution / active EE | $696 | $1,438-51.6% | $2,586-73.1% | $2,270-69.3% |
| Participant deferral / active EE | $4,282 | $2,445+75.2% | $3,890+10.1% | $3,740+14.5% |
| Admin fee / account holder | $328 | $444-26.1% | $4,883-93.3% | $513-36.1% |