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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 | $1,237,155 | $79,694+1452.4% | $96,161+1186.5% | $79,393+1458.3% |
| Participation rate | 1.0% | 54.0%-53.0pp | 68.4%-67.5pp | 70.7%-69.7pp |
| Annual return | 8.93% | 40.84%-31.9pp | 192.01%-183.1pp | 116.87%-107.9pp |
| Employer contribution / active EE | $10,368 | $1,443+618.4% | $2,798+270.5% | $2,428+327.1% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,538-100.0% | $627-100.0% |