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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 | $30,616 | $61,356-50.1% | $149,696-79.5% | $71,511-57.2% |
| Participation rate | 65.2% | 62.5%+2.7pp | 78.8%-13.6pp | 67.9%-2.7pp |
| Annual return | 8.12% | 35.86%-27.7pp | 134.46%-126.3pp | 28.86%-20.7pp |
| Employer contribution / active EE | $1,115 | $2,382-53.2% | $4,821-76.9% | $2,589-56.9% |
| Participant deferral / active EE | $1,220 | $2,920-58.2% | $5,682-78.5% | $4,291-71.6% |
| Admin fee / account holder | $37 | $1,263-97.0% | $13,212-99.7% | $1,588-97.6% |