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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 | $62,695 | $69,774-10.1% | $67,575-7.2% | $74,459-15.8% |
| Participation rate | 46.7% | 71.4%-24.7pp | 72.9%-26.2pp | 67.2%-20.6pp |
| Annual return | 13.23% | -40.53%+53.8pp | 3528.98%-3515.8pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $1,257 | $2,710-53.6% | $2,736-54.0% | $2,626-52.1% |
| Participant deferral / active EE | $754 | $3,636-79.3% | $4,003-81.2% | $4,350-82.7% |
| Admin fee / account holder | $0 | $890-100.0% | $3,993-100.0% | $1,945-100.0% |