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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 | $267,878 | $95,417+180.7% | $135,974+97.0% | $74,460+259.8% |
| Participation rate | 29.1% | 78.2%-49.1pp | 81.9%-52.8pp | 70.7%-41.6pp |
| Annual return | 16.41% | 32.76%-16.3pp | 68.30%-51.9pp | 34.38%-18.0pp |
| Employer contribution / active EE | $2,333 | $3,878-39.8% | $4,859-52.0% | $2,638-11.6% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $8 | $266-97.0% | $10,767-99.9% | $348-97.7% |