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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 | $0 | $88,203-100.0% | $165,100-100.0% | $74,478-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 78.6%-78.6pp | 67.2%-67.2pp |
| Annual return | -45.60% | 17.13%-62.7pp | 70.21%-115.8pp | 1370.56%-1416.2pp |
| Employer contribution / active EE | $13,782 | $2,601+429.9% | $4,348+217.0% | $2,626+424.8% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |