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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 | $57,484 | $88,324-34.9% | $115,038-50.0% | $55,191+4.2% |
| Participation rate | 44.9% | 72.5%-27.6pp | 81.4%-36.5pp | 69.2%-24.3pp |
| Annual return | -1.13% | 6.30%-7.4pp | 26.14%-27.3pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,450 | $5,042-11.7% | $6,026-26.2% | $3,046+46.1% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |