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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 | $43,761 | $46,332-5.5% | $143,797-69.6% | $64,824-32.5% |
| Participation rate | 14.4% | 64.2%-49.8pp | 80.3%-65.9pp | 71.5%-57.1pp |
| Annual return | -17.00% | -10.05%-6.9pp | -0.04%-17.0pp | 32.84%-49.8pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $594 | $2,647-77.6% | $5,638-89.5% | $4,311-86.2% |
| Admin fee / account holder | $5 | $154-96.7% | $14,679-100.0% | $188-97.3% |