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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 | $71,897 | $65,083+10.5% | $143,788-50.0% | $66,930+7.4% |
| Participation rate | 12.4% | 65.2%-52.8pp | 80.3%-67.9pp | 69.8%-57.4pp |
| Annual return | 3.48% | -11.13%+14.6pp | -0.03%+3.5pp | 1.57%+1.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $989 | $2,920-66.1% | $5,638-82.5% | $4,238-76.7% |
| Admin fee / account holder | $126 | $502-74.9% | $14,675-99.1% | $593-78.7% |