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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 | $60,835 | $50,956+19.4% | $96,575-37.0% | $86,813-29.9% |
| Participation rate | 62.3% | 65.2%-2.9pp | 69.8%-7.5pp | 72.3%-10.0pp |
| Annual return | 13.34% | 21.27%-7.9pp | 37.79%-24.4pp | 97.93%-84.6pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,357-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,003 | $2,954-66.0% | $3,849-73.9% | $4,131-75.7% |
| Admin fee / account holder | $303 | $166+82.6% | $6,182-95.1% | $170+78.8% |