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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 | $16,480 | $45,719-64.0% | $96,161-82.9% | $93,010-82.3% |
| Participation rate | 1.5% | 45.8%-44.4pp | 68.4%-67.0pp | 73.9%-72.4pp |
| Annual return | 17.35% | 3211.95%-3194.6pp | 192.01%-174.7pp | 158.70%-141.4pp |
| Employer contribution / active EE | $0 | $1,139-100.0% | $2,798-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $72 | $2,344-96.9% | $4,349-98.3% | $4,561-98.4% |
| Admin fee / account holder | $38 | $128-70.2% | $5,538-99.3% | $152-74.8% |