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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 | $33,835 | $65,092-48.0% | $143,799-76.5% | $66,938-49.5% |
| Participation rate | 63.2% | 65.2%-2.1pp | 80.3%-17.2pp | 69.8%-6.7pp |
| Annual return | -17.28% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $314 | $2,362-86.7% | $4,952-93.7% | $2,545-87.7% |
| Participant deferral / active EE | $2,569 | $2,920-12.0% | $5,638-54.4% | $4,238-39.4% |
| Admin fee / account holder | $23 | $502-95.4% | $14,677-99.8% | $594-96.1% |