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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 | $46,228 | $37,117+24.5% | $147,617-68.7% | $55,191-16.2% |
| Participation rate | 11.8% | 63.6%-51.8pp | 84.6%-72.9pp | 69.2%-57.4pp |
| Annual return | 1.09% | 3.44%-2.4pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $266 | $1,985-86.6% | $4,895-94.6% | $3,046-91.3% |
| Admin fee / account holder | $11 | $86-87.2% | $11,612-99.9% | $91-88.0% |