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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 | $29,867 | $61,166-51.2% | $185,849-83.9% | $79,391-62.4% |
| Participation rate | 62.5% | 66.6%-4.1pp | 81.7%-19.2pp | 70.7%-8.2pp |
| Annual return | 11.24% | 19.45%-8.2pp | 122.10%-110.9pp | 116.88%-105.6pp |
| Employer contribution / active EE | $952 | $2,321-59.0% | $5,169-81.6% | $2,428-60.8% |
| Participant deferral / active EE | $988 | $2,789-64.6% | $5,569-82.3% | $4,046-75.6% |
| Admin fee / account holder | $44 | $710-93.8% | $16,244-99.7% | $627-92.9% |