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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 | $101,049 | $76,112+32.8% | $96,544+4.7% | $71,529+41.3% |
| Participation rate | 65.9% | 74.4%-8.6pp | 76.0%-10.1pp | 67.9%-2.1pp |
| Annual return | 13.98% | 22.80%-8.8pp | 25.88%-11.9pp | 28.97%-15.0pp |
| Employer contribution / active EE | $2,348 | $2,248+4.5% | $2,966-20.8% | $2,590-9.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |