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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,670,930 | $93,010+1696.5% | $96,543+1630.8% | $74,478+2143.5% |
| Participation rate | 65.3% | 71.6%-6.3pp | 74.3%-9.1pp | 70.7%-5.5pp |
| Annual return | 233.56% | 37.50%+196.1pp | 35.75%+197.8pp | 34.37%+199.2pp |
| Employer contribution / active EE | $36,593 | $3,427+967.7% | $3,741+878.3% | $2,637+1287.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $4 | $633-99.4% | $6,737-99.9% | $347-98.9% |