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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,284 | $99,957+241.4% | $149,745+127.9% | $73,497+364.4% |
| Participation rate | 18.1% | 75.7%-57.6pp | 82.5%-64.4pp | 70.7%-52.6pp |
| Annual return | 9.78% | 53.87%-44.1pp | 276.72%-266.9pp | 28.51%-18.7pp |
| Employer contribution / active EE | $12,125 | $3,191+280.0% | $4,646+161.0% | $2,270+434.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $30 | $551-94.5% | $9,312-99.7% | $513-94.1% |