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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 | $34,129 | $65,125-47.6% | $143,797-76.3% | $66,949-49.0% |
| Participation rate | 23.5% | 65.2%-41.7pp | 80.3%-56.8pp | 69.8%-46.3pp |
| Annual return | -22.14% | -11.13%-11.0pp | -0.04%-22.1pp | 1.57%-23.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,062 | $2,920-63.6% | $5,638-81.2% | $4,239-74.9% |
| Admin fee / account holder | $140 | $503-72.1% | $14,679-99.0% | $594-76.4% |