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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 | $52,394 | $43,504+20.4% | $68,612-23.6% | $56,289-6.9% |
| Participation rate | 34.2% | 67.8%-33.6pp | 72.2%-38.0pp | 69.9%-35.6pp |
| Annual return | -1.46% | -3.15%+1.7pp | -4.63%+3.2pp | -9.96%+8.5pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,712 | $2,509+8.1% | $3,311-18.1% | $3,350-19.0% |
| Admin fee / account holder | $13 | $515-97.5% | $5,131-99.8% | $521-97.6% |