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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 | $78,211 | $46,173+69.4% | $170,435-54.1% | $69,631+12.3% |
| Participation rate | 9.2% | 63.9%-54.7pp | 83.6%-74.4pp | 70.7%-61.5pp |
| Annual return | 21.93% | 21.62%+0.3pp | 205.94%-184.0pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $251 | $2,080-88.0% | $4,939-94.9% | $3,224-92.2% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |