Filed March 18, 2025
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,820,032 | $91,559+2980.0% | $133,978+2004.8% | $79,856+3431.4% |
| Participation rate | 0.0% | 73.3%-73.3pp | 79.8%-79.8pp | 69.6%-69.6pp |
| Annual return | 26.84% | 61.85%-35.0pp | 45.10%-18.3pp | 31.71%-4.9pp |
| Employer contribution / active EE | $15,983 | $2,384+570.5% | $3,919+307.8% | $2,471+546.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $12 | $6,321-99.8% | $8,930-99.9% | $5,306-99.8% |