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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 | $27,422 | $65,125-57.9% | $143,797-80.9% | $66,949-59.0% |
| Participation rate | 60.1% | 65.2%-5.1pp | 80.3%-20.2pp | 69.8%-9.7pp |
| Annual return | -14.70% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $1,831 | $2,362-22.5% | $4,952-63.0% | $2,545-28.1% |
| Participant deferral / active EE | $297 | $2,920-89.8% | $5,638-94.7% | $4,239-93.0% |
| Admin fee / account holder | $10 | $503-98.0% | $14,679-99.9% | $594-98.3% |