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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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,699 | $54,717+9.1% | $86,209-30.8% | $71,495-16.5% |
| Participation rate | 67.7% | 60.1%+7.6pp | 69.0%-1.3pp | 67.9%-0.2pp |
| Annual return | 15.11% | 20.07%-5.0pp | 1169.05%-1153.9pp | 28.85%-13.7pp |
| Employer contribution / active EE | $801 | $1,267-36.8% | $2,381-66.4% | $2,589-69.1% |
| Participant deferral / active EE | $5,026 | $3,110+61.6% | $3,986+26.1% | $4,291+17.1% |
| Admin fee / account holder | $389 | $1,922-79.8% | $6,853-94.3% | $1,588-75.5% |