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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 | $22,273 | $61,391-63.7% | $149,723-85.1% | $71,529-68.9% |
| Participation rate | 39.8% | 62.5%-22.7pp | 78.8%-38.9pp | 67.9%-28.1pp |
| Annual return | 9.52% | 35.88%-26.4pp | 134.50%-125.0pp | 28.97%-19.5pp |
| Employer contribution / active EE | $626 | $2,384-73.7% | $4,821-87.0% | $2,590-75.8% |
| Participant deferral / active EE | $1,261 | $2,921-56.8% | $5,682-77.8% | $4,291-70.6% |
| Admin fee / account holder | $23 | $1,264-98.2% | $13,215-99.8% | $1,588-98.6% |