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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 | $285,203 | $65,322+336.6% | $70,494+304.6% | $73,497+288.0% |
| Participation rate | 22.3% | 77.0%-54.6pp | 75.1%-52.7pp | 70.7%-48.3pp |
| Annual return | 16.53% | 15.71%+0.8pp | 109.16%-92.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $895 | $2,460-63.6% | $2,738-67.3% | $2,270-60.6% |
| Participant deferral / active EE | $3,508 | $3,375+3.9% | $3,711-5.5% | $3,740-6.2% |
| Admin fee / account holder | $9 | $214-95.7% | $3,848-99.8% | $513-98.2% |