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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 | $54,920 | $72,639-24.4% | $90,766-39.5% | $66,949-18.0% |
| Participation rate | 42.4% | 73.7%-31.2pp | 75.7%-33.2pp | 69.8%-27.4pp |
| Annual return | -21.02% | -12.28%-8.7pp | -12.16%-8.9pp | 1.57%-22.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,922-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,869 | $3,979-53.0% | $4,565-59.1% | $4,239-55.9% |
| Admin fee / account holder | $11 | $708-98.4% | $8,446-99.9% | $594-98.2% |