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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 | $34,007 | $55,446-38.7% | $155,574-78.1% | $74,429-54.3% |
| Participation rate | 59.1% | 61.9%-2.8pp | 78.2%-19.1pp | 67.2%-8.1pp |
| Annual return | 14.92% | 269.20%-254.3pp | 64.87%-49.9pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $1,453 | $2,266-35.9% | $4,676-68.9% | $2,625-44.6% |
| Participant deferral / active EE | $418 | $2,836-85.3% | $5,629-92.6% | $4,348-90.4% |
| Admin fee / account holder | $10 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |