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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 | $0 | $75,284-100.0% | $91,004-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 75.6%-75.6pp | 70.7%-70.7pp |
| Annual return | 2.54% | 48.40%-45.9pp | 4.60%-2.1pp | 27571.02%-27568.5pp |
| Employer contribution / active EE | $4,861 | $2,473+96.6% | $2,456+98.0% | $2,032+139.2% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |