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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,119 | $79,181+77.0% | $102,423+36.8% | $74,429+88.3% |
| Participation rate | 32.4% | 74.8%-42.4pp | 76.5%-44.1pp | 67.2%-34.9pp |
| Annual return | 18.60% | 54.97%-36.4pp | 29.42%-10.8pp | 1368.38%-1349.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $0 | $4,416-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,455-100.0% | $1,944-100.0% |