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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 | $39,928 | $51,620-22.6% | $90,300-55.8% | $65,185-38.7% |
| Participation rate | 64.2% | 68.6%-4.5pp | 73.3%-9.1pp | 70.2%-6.1pp |
| Annual return | 5.86% | 24.94%-19.1pp | 78.11%-72.3pp | 29.38%-23.5pp |
| Employer contribution / active EE | $2,464 | $2,235+10.3% | $2,854-13.7% | $2,177+13.2% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,884-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $384-99.2% | $5,353-99.9% | $847-99.7% |