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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 | $106,230-11.4% | $147,080-36.0% | $77,736+21.0% |
| Participation rate | 67.1% | 78.4%-11.3pp | 82.2%-15.1pp | 70.6%-3.5pp |
| Annual return | 11.53% | 56.91%-45.4pp | 420.17%-408.6pp | 31.26%-19.7pp |
| Employer contribution / active EE | $3,673 | $4,072-9.8% | $4,933-25.6% | $2,728+34.6% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |