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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 | $50,463 | $52,961-4.7% | $172,752-70.8% | $65,185-22.6% |
| Participation rate | 68.0% | 66.2%+1.8pp | 82.6%-14.6pp | 70.2%-2.2pp |
| Annual return | 7.80% | 30.12%-22.3pp | 802.97%-795.2pp | 29.38%-21.6pp |
| Employer contribution / active EE | $2,422 | $2,190+10.6% | $5,144-52.9% | $2,177+11.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,955-100.0% | $847-100.0% |