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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,795 | $73,638+304.4% | $108,410+174.7% | $79,393+275.1% |
| Participation rate | 59.2% | 77.4%-18.2pp | 80.1%-20.9pp | 70.7%-11.5pp |
| Annual return | 17.38% | 33.27%-15.9pp | 905.34%-888.0pp | 116.87%-99.5pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,508 | $6,218+20.7% | $6,562+14.4% | $4,046+85.6% |
| Admin fee / account holder | $12 | $638-98.2% | $7,296-99.8% | $627-98.1% |