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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 | $27,937 | $65,125-57.1% | $143,797-80.6% | $66,949-58.3% |
| Participation rate | 27.3% | 65.2%-37.9pp | 80.3%-53.0pp | 69.8%-42.5pp |
| Annual return | -10.34% | -11.13%+0.8pp | -0.04%-10.3pp | 1.57%-11.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $771 | $2,920-73.6% | $5,638-86.3% | $4,239-81.8% |
| Admin fee / account holder | $0 | $503-99.9% | $14,679-100.0% | $594-100.0% |