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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 | $40,436 | $65,125-37.9% | $143,797-71.9% | $66,949-39.6% |
| Participation rate | 59.4% | 65.2%-5.8pp | 80.3%-20.9pp | 69.8%-10.4pp |
| Annual return | -18.05% | -11.13%-6.9pp | -0.04%-18.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $975 | $2,362-58.7% | $4,952-80.3% | $2,545-61.7% |
| Participant deferral / active EE | $1,747 | $2,920-40.2% | $5,638-69.0% | $4,239-58.8% |
| Admin fee / account holder | $15 | $503-97.1% | $14,679-99.9% | $594-97.5% |