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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,848 | $95,542+270.4% | $69,464+409.4% | $67,579+423.6% |
| Participation rate | 1.9% | 79.4%-77.5pp | 74.6%-72.7pp | 71.3%-69.4pp |
| Annual return | 14.69% | 17.67%-3.0pp | 28.98%-14.3pp | 378.56%-363.9pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,779-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $12 | $3,263-99.6% | $3,536-99.7% | $3,539-99.7% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |