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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 | $108,738 | $69,774+55.8% | $67,561+60.9% | $74,429+46.1% |
| Participation rate | 51.5% | 71.4%-19.9pp | 72.9%-21.4pp | 67.2%-15.8pp |
| Annual return | 10.91% | -40.53%+51.4pp | 3525.44%-3514.5pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $1,119 | $2,710-58.7% | $2,735-59.1% | $2,625-57.4% |
| Participant deferral / active EE | $2,275 | $3,636-37.4% | $4,003-43.2% | $4,348-47.7% |
| Admin fee / account holder | $116 | $890-87.0% | $4,006-97.1% | $1,944-94.0% |