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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 | $443,939 | $69,305+540.6% | $82,312+439.3% | $69,631+537.6% |
| Participation rate | 2.9% | 80.3%-77.3pp | 76.9%-74.0pp | 70.7%-67.8pp |
| Annual return | 3273.94% | 21.47%+3252.5pp | 25.88%+3248.1pp | 27571.02%-24297.1pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |