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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 | $962,039 | $70,002+1274.3% | $115,037+736.3% | $52,331+1738.4% |
| Participation rate | 0.0% | 72.1%-72.1pp | 81.4%-81.4pp | 68.1%-68.1pp |
| Annual return | 1.02% | 4.04%-3.0pp | 26.14%-25.1pp | 4.54%-3.5pp |
| Employer contribution / active EE | $2,050 | $2,715-24.5% | $4,608-55.5% | $1,882+9.0% |
| Participant deferral / active EE | $4,462 | $4,920-9.3% | $6,026-26.0% | $3,022+47.6% |
| Admin fee / account holder | $46 | $566-91.9% | $8,175-99.4% | $592-92.3% |