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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 | $42,078 | $57,976-27.4% | $63,018-33.2% | $62,293-32.5% |
| Participation rate | 9.2% | 75.9%-66.7pp | 74.8%-65.6pp | 69.5%-60.3pp |
| Annual return | 16.24% | 17.54%-1.3pp | 87.62%-71.4pp | 28.90%-12.7pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $381 | $2,956-87.1% | $3,330-88.6% | $3,169-88.0% |
| Admin fee / account holder | $565 | $276+104.9% | $3,601-84.3% | $479+17.9% |