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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 | $83,224 | $81,494+2.1% | $133,978-37.9% | $73,497+13.2% |
| Participation rate | 68.1% | 76.4%-8.2pp | 79.8%-11.7pp | 70.7%-2.5pp |
| Annual return | 21.86% | 19.40%+2.5pp | 45.10%-23.2pp | 28.51%-6.7pp |
| Employer contribution / active EE | $270 | $2,210-87.8% | $3,919-93.1% | $2,270-88.1% |
| Participant deferral / active EE | $2,434 | $3,787-35.7% | $5,047-51.8% | $3,740-34.9% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |