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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,301 | $82,188+222.8% | $125,391+111.6% | $64,824+309.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 82.4%-44.9pp | 71.5%-34.0pp |
| Annual return | 8.50% | 3.50%+5.0pp | 572.41%-563.9pp | 32.84%-24.3pp |
| Employer contribution / active EE | $7,670 | $3,617+112.0% | $4,816+59.3% | $2,507+205.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |