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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 | $0 | $79,519-100.0% | $95,964-100.0% | $73,412-100.0% |
| Participation rate | 0.0% | 81.2%-81.2pp | 77.1%-77.1pp | 72.2%-72.2pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.64%-91.6pp | 59.30%-59.3pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |