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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 | $94,081 | $106,110-11.3% | $147,005-36.0% | $77,671+21.1% |
| Participation rate | 67.1% | 78.4%-11.3pp | 82.2%-15.1pp | 70.6%-3.5pp |
| Annual return | 11.53% | 56.77%-45.2pp | 418.76%-407.2pp | 31.21%-19.7pp |
| Employer contribution / active EE | $3,673 | $4,065-9.6% | $4,934-25.6% | $2,726+34.7% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |