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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $38,922 | $45,343-14.2% | $150,298-74.1% | $67,986-42.8% |
| Participation rate | 58.0% | 51.9%+6.2pp | 77.8%-19.7pp | 57.2%+0.8pp |
| Annual return | 18.35% | 33.28%-14.9pp | 62.79%-44.4pp | 31.67%-13.3pp |
| Employer contribution / active EE | $1,293 | $1,462-11.6% | $4,154-68.9% | $2,019-36.0% |
| Participant deferral / active EE | $452 | $2,055-78.0% | $5,453-91.7% | $3,358-86.5% |
| Admin fee / account holder | $7 | $2,250-99.7% | $14,116-100.0% | $3,203-99.8% |