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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 | $0 | $48,744-100.0% | $93,669-100.0% | $199,921-100.0% |
| Participation rate | 0.0% | 63.7%-63.7pp | 68.7%-68.7pp | 72.0%-72.0pp |
| Annual return | -10.10% | 15.36%-25.5pp | 133.59%-143.7pp | 34.28%-44.4pp |
| Employer contribution / active EE | $5,903 | $1,140+417.7% | $2,424+143.6% | $3,035+94.5% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,416-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,291-100.0% | $269-100.0% |