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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $57,516 | $47,977+19.9% | $154,108-62.7% | $56,289+2.2% |
| Participation rate | 14.4% | 66.2%-51.8pp | 83.0%-68.6pp | 69.9%-55.5pp |
| Annual return | -5.38% | 3.54%-8.9pp | 735.21%-740.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,348 | $2,392-43.6% | $5,081-73.5% | $3,350-59.8% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |