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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 | $54,412 | $46,599+16.8% | $64,101-15.1% | $75,173-27.6% |
| Participation rate | 64.1% | 65.9%-1.8pp | 72.3%-8.2pp | 67.2%-3.1pp |
| Annual return | 12.81% | 26.06%-13.2pp | 33.72%-20.9pp | 160.72%-147.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $666 | $2,837-76.5% | $3,881-82.8% | $4,126-83.9% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |