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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $40,787 | $68,681-40.6% | $86,615-52.9% | $85,847-52.5% |
| Participation rate | 39.1% | 66.4%-27.2pp | 71.6%-32.5pp | 69.3%-30.2pp |
| Annual return | 16.69% | 20.12%-3.4pp | 63.51%-46.8pp | 318.61%-301.9pp |
| Employer contribution / active EE | $6 | $1,880-99.7% | $2,496-99.8% | $2,565-99.8% |
| Participant deferral / active EE | $2,728 | $2,919-6.6% | $3,699-26.3% | $3,952-31.0% |
| Admin fee / account holder | $385 | $5,974-93.6% | $5,830-93.4% | $6,261-93.8% |