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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 | $107,607 | $63,768+68.7% | $98,483+9.3% | $79,391+35.5% |
| Participation rate | 69.5% | 69.9%-0.3pp | 73.3%-3.8pp | 70.7%-1.2pp |
| Annual return | 15.11% | 626.18%-611.1pp | 1494.38%-1479.3pp | 116.88%-101.8pp |
| Employer contribution / active EE | $0 | $2,558-100.0% | $2,961-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $4,534 | $3,305+37.2% | $4,276+6.0% | $4,046+12.1% |
| Admin fee / account holder | $4 | $516-99.3% | $5,953-99.9% | $627-99.4% |