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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 | $18,138,000 | $72,639+24870.0% | $90,766+19883.2% | $66,949+26992.4% |
| Participation rate | 0.0% | 73.7%-73.7pp | 75.7%-75.7pp | 69.8%-69.8pp |
| Annual return | -13.67% | -12.28%-1.4pp | -12.16%-1.5pp | 1.57%-15.2pp |
| Employer contribution / active EE | $3,605 | $2,369+52.2% | $2,922+23.4% | $2,545+41.6% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |