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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 | $101,322 | $79,223+27.9% | $102,460-1.1% | $74,478+36.0% |
| Participation rate | 64.1% | 74.8%-10.7pp | 76.5%-12.4pp | 67.2%-3.2pp |
| Annual return | -0.70% | 54.98%-55.7pp | 29.47%-30.2pp | 1370.56%-1371.3pp |
| Employer contribution / active EE | $2,825 | $2,363+19.6% | $3,025-6.6% | $2,626+7.6% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |