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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $44,446 | $60,165-26.1% | $74,184-40.1% | $55,167-19.4% |
| Participation rate | 58.2% | 74.2%-16.0pp | 76.6%-18.5pp | 69.0%-10.8pp |
| Annual return | 9.42% | 10.00%-0.6pp | 17.74%-8.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $532 | $1,600-66.8% | $2,370-77.6% | $1,963-72.9% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-99.9% |