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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $123,356 | $60,989+102.3% | $60,906+102.5% | $66,938+84.3% |
| Participation rate | 46.2% | 74.5%-28.2pp | 73.1%-26.9pp | 69.8%-23.6pp |
| Annual return | -10.41% | -9.60%-0.8pp | 16.94%-27.3pp | 1.58%-12.0pp |
| Employer contribution / active EE | $3,082 | $2,661+15.8% | $2,703+14.0% | $2,545+21.1% |
| Participant deferral / active EE | $1,258 | $3,615-65.2% | $3,814-67.0% | $4,238-70.3% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |