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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 | $38,833-100.0% | $78,778-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 60.9%-60.9pp | 69.2%-69.2pp | 71.6%-71.6pp |
| Annual return | 8.69% | 20.31%-11.6pp | 35.62%-26.9pp | 20.87%-12.2pp |
| Employer contribution / active EE | $1,621 | $840+93.1% | $1,986-18.4% | $2,310-29.8% |
| Participant deferral / active EE | $0 | $1,776-100.0% | $2,958-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $5,134-100.0% | $97-100.0% |