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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 | $26,667 | $61,166-56.4% | $185,837-85.7% | $79,393-66.4% |
| Participation rate | 33.3% | 66.6%-33.3pp | 81.7%-48.4pp | 70.7%-37.4pp |
| Annual return | 16.76% | 19.45%-2.7pp | 122.08%-105.3pp | 116.87%-100.1pp |
| Employer contribution / active EE | $203 | $2,321-91.3% | $5,168-96.1% | $2,428-91.7% |
| Participant deferral / active EE | $1,016 | $2,789-63.6% | $5,568-81.7% | $4,046-74.9% |
| Admin fee / account holder | $27 | $710-96.2% | $16,241-99.8% | $627-95.7% |