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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 | $26,619 | $65,092-59.1% | $143,799-81.5% | $66,938-60.2% |
| Participation rate | 48.5% | 65.2%-16.7pp | 80.3%-31.8pp | 69.8%-21.3pp |
| Annual return | -11.32% | -11.14%-0.2pp | -0.04%-11.3pp | 1.58%-12.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,300 | $2,920-55.5% | $5,638-77.0% | $4,238-69.3% |
| Admin fee / account holder | $9 | $502-98.2% | $14,677-99.9% | $594-98.5% |