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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 | $106,247-11.5% | $147,096-36.0% | $77,714+21.1% |
| Participation rate | 67.1% | 78.4%-11.3pp | 82.2%-15.1pp | 70.6%-3.5pp |
| Annual return | 11.53% | 56.87%-45.3pp | 419.75%-408.2pp | 31.26%-19.7pp |
| Employer contribution / active EE | $3,673 | $4,069-9.8% | $4,936-25.6% | $2,727+34.7% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |