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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 | $9,933,333 | $44,473+22235.6% | $76,518+12881.6% | $55,725+17725.6% |
| Participation rate | 0.0% | 51.0%-51.0pp | 68.0%-68.0pp | 70.9%-70.9pp |
| Annual return | 28.66% | -2.01%+30.7pp | -0.27%+28.9pp | 244.93%-216.3pp |
| Employer contribution / active EE | $5,216 | $1,101+373.6% | $2,647+97.0% | $2,078+151.0% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,836-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,849-100.0% | $115-100.0% |