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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 | $550,969 | $65,434+742.0% | $98,483+459.5% | $85,847+541.8% |
| Participation rate | 0.0% | 65.0%-65.0pp | 73.3%-73.3pp | 69.3%-69.3pp |
| Annual return | -15.00% | 21.75%-36.7pp | 1494.38%-1509.4pp | 318.61%-333.6pp |
| Employer contribution / active EE | $15,972 | $2,169+636.4% | $2,961+439.5% | $2,565+522.6% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3 | $4,595-99.9% | $5,953-100.0% | $6,261-100.0% |