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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 | $55,803 | $36,916+51.2% | $156,551-64.4% | $57,658-3.2% |
| Participation rate | 8.7% | 63.4%-54.8pp | 84.0%-75.3pp | 70.2%-61.6pp |
| Annual return | 6.66% | 12.38%-5.7pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $236 | $1,926-87.8% | $4,871-95.2% | $3,061-92.3% |
| Admin fee / account holder | $11 | $82-86.9% | $13,028-99.9% | $95-88.6% |