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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 | $681,998 | $101,795+570.0% | $165,100+313.1% | $80,959+742.4% |
| Participation rate | 48.2% | 71.8%-23.6pp | 78.6%-30.4pp | 67.7%-19.4pp |
| Annual return | 5.12% | 16.73%-11.6pp | 70.21%-65.1pp | 35.67%-30.5pp |
| Employer contribution / active EE | $11,598 | $2,954+292.7% | $4,348+166.7% | $2,757+320.6% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |