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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 | $0 | $67,602-100.0% | $82,312-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | -14.89% | 21.57%-36.5pp | 25.88%-40.8pp | 73.15%-88.0pp |
| Employer contribution / active EE | $6,361 | $1,755+262.5% | $2,428+162.0% | $2,343+171.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |