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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 | $23,735 | $37,117-36.1% | $147,617-83.9% | $55,191-57.0% |
| Participation rate | 57.6% | 63.6%-6.0pp | 84.6%-27.0pp | 69.2%-11.5pp |
| Annual return | 1.09% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,985 | $1,620+22.5% | $5,564-64.3% | $1,899+4.6% |
| Participant deferral / active EE | $255 | $1,985-87.2% | $4,895-94.8% | $3,046-91.6% |
| Admin fee / account holder | $12 | $86-86.3% | $11,612-99.9% | $91-87.1% |