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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 | $23,531 | $46,732-49.6% | $156,551-85.0% | $55,167-57.3% |
| Participation rate | 61.3% | 65.8%-4.5pp | 84.0%-22.8pp | 69.0%-7.7pp |
| Annual return | 8.81% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $2,238 | $2,105+6.3% | $5,501-59.3% | $1,963+14.0% |
| Participant deferral / active EE | $295 | $2,204-86.6% | $4,871-93.9% | $3,054-90.3% |
| Admin fee / account holder | $12 | $418-97.1% | $13,028-99.9% | $504-97.6% |