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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $38,170 | $42,383-9.9% | $76,518-50.1% | $64,173-40.5% |
| Participation rate | 2.5% | 58.1%-55.6pp | 68.0%-65.5pp | 69.6%-67.1pp |
| Annual return | -4.16% | -16.54%+12.4pp | -0.27%-3.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $873 | $2,566-66.0% | $3,836-77.2% | $3,470-74.8% |
| Admin fee / account holder | $22 | $3,198-99.3% | $4,849-99.5% | $4,887-99.6% |