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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $271,311 | $79,523+241.2% | $140,019+93.8% | $56,289+382.0% |
| Participation rate | 41.9% | 85.7%-43.8pp | 87.5%-45.6pp | 69.9%-28.0pp |
| Annual return | 20.54% | 2.39%+18.1pp | 651.17%-630.6pp | -9.96%+30.5pp |
| Employer contribution / active EE | $4,523 | $3,350+35.0% | $5,605-19.3% | $2,111+114.2% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |