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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 | $34,586 | $56,540-38.8% | $185,851-81.4% | $86,821-60.2% |
| Participation rate | 57.4% | 65.5%-8.1pp | 81.7%-24.3pp | 72.3%-14.9pp |
| Annual return | 15.70% | 118.20%-102.5pp | 122.11%-106.4pp | 97.94%-82.2pp |
| Employer contribution / active EE | $1,561 | $1,844-15.3% | $5,168-69.8% | $2,406-35.1% |
| Participant deferral / active EE | $290 | $2,555-88.6% | $5,569-94.8% | $4,132-93.0% |
| Admin fee / account holder | $4 | $150-97.6% | $16,245-100.0% | $170-97.8% |