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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 | $69,745+55.9% | $67,511+61.1% | $74,546+45.9% |
| Participation rate | 51.5% | 71.3%-19.9pp | 72.9%-21.4pp | 67.2%-15.7pp |
| Annual return | 10.91% | -40.37%+51.3pp | 3517.41%-3506.5pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $1,119 | $2,705-58.6% | $2,733-59.0% | $2,624-57.3% |
| Participant deferral / active EE | $2,275 | $3,636-37.4% | $4,000-43.1% | $4,347-47.7% |
| Admin fee / account holder | $116 | $894-87.0% | $3,999-97.1% | $1,944-94.0% |