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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 | $52,345 | $65,453-20.0% | $86,698-39.6% | $66,938-21.8% |
| Participation rate | 38.3% | 75.5%-37.1pp | 76.6%-38.2pp | 69.8%-31.5pp |
| Annual return | -16.85% | -10.89%-6.0pp | 35.95%-52.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $979 | $2,154-54.6% | $2,837-65.5% | $2,545-61.5% |
| Participant deferral / active EE | $1,472 | $4,102-64.1% | $4,656-68.4% | $4,238-65.3% |
| Admin fee / account holder | $694 | $642+8.1% | $7,493-90.7% | $594+16.9% |