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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $65,016 | $91,695-29.1% | $67,575-3.8% | $77,736-16.4% |
| Participation rate | 57.3% | 76.0%-18.7pp | 72.9%-15.6pp | 70.6%-13.3pp |
| Annual return | 11.08% | 14.88%-3.8pp | 3528.98%-3517.9pp | 31.26%-20.2pp |
| Employer contribution / active EE | $0 | $3,189-100.0% | $2,736-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,787 | $3,912-54.3% | $4,003-55.4% | $4,651-61.6% |
| Admin fee / account holder | $17 | $245-93.1% | $3,993-99.6% | $433-96.1% |