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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 | $279,839 | $104,336+168.2% | $159,495+75.5% | $86,828+222.3% |
| Participation rate | 26.9% | 77.7%-50.8pp | 82.8%-55.9pp | 72.3%-45.4pp |
| Annual return | 11.88% | 26.32%-14.4pp | 263.72%-251.8pp | 97.95%-86.1pp |
| Employer contribution / active EE | $2,033 | $3,451-41.1% | $4,831-57.9% | $2,406-15.5% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $7 | $172-96.1% | $10,804-99.9% | $170-96.1% |