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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 | $147,828 | $83,090+77.9% | $130,062+13.7% | $71,529+106.7% |
| Participation rate | 20.5% | 74.1%-53.7pp | 78.5%-58.0pp | 67.9%-47.5pp |
| Annual return | 74.91% | 20.61%+54.3pp | -137.37%+212.3pp | 28.97%+45.9pp |
| Employer contribution / active EE | $0 | $2,624-100.0% | $4,322-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,727-99.9% | $10,601-100.0% | $1,588-99.9% |