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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 | $88,087-100.0% | $164,866-100.0% | $74,546-100.0% |
| Participation rate | 0.0% | 73.1%-73.1pp | 78.6%-78.6pp | 67.2%-67.2pp |
| Annual return | -45.60% | 17.27%-62.9pp | 69.97%-115.6pp | 1366.03%-1411.6pp |
| Employer contribution / active EE | $13,782 | $2,595+431.0% | $4,343+217.4% | $2,624+425.2% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |