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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 | $85,135-100.0% | $98,920-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 76.0%-76.0pp | 72.2%-72.2pp |
| Annual return | 2.21% | 19.14%-16.9pp | 196.47%-194.3pp | 59.30%-57.1pp |
| Employer contribution / active EE | $3,253 | $2,721+19.6% | $2,689+21.0% | $2,234+45.6% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $6,643-100.0% | $158-100.0% |