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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,573 | $47,448-56.6% | $94,993-78.3% | $62,293-67.0% |
| Participation rate | 58.3% | 66.5%-8.2pp | 73.9%-15.6pp | 69.5%-11.2pp |
| Annual return | -36.57% | 22.64%-59.2pp | 27.14%-63.7pp | 28.90%-65.5pp |
| Employer contribution / active EE | $3,139 | $1,300+141.5% | $2,603+20.6% | $2,042+53.7% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |