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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 | $16,425 | $65,092-74.8% | $143,799-88.6% | $66,938-75.5% |
| Participation rate | 56.7% | 65.2%-8.5pp | 80.3%-23.6pp | 69.8%-13.1pp |
| Annual return | -81.48% | -11.14%-70.3pp | -0.04%-81.4pp | 1.58%-83.1pp |
| Employer contribution / active EE | $7,774 | $2,362+229.2% | $4,952+57.0% | $2,545+205.4% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |