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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 | $29,785 | $61,172-51.3% | $185,851-84.0% | $79,389-62.5% |
| Participation rate | 34.7% | 66.6%-31.9pp | 81.7%-47.0pp | 70.7%-36.0pp |
| Annual return | 12.60% | 19.45%-6.8pp | 122.11%-109.5pp | 116.89%-104.3pp |
| Employer contribution / active EE | $591 | $2,321-74.6% | $5,168-88.6% | $2,428-75.7% |
| Participant deferral / active EE | $867 | $2,788-68.9% | $5,569-84.4% | $4,046-78.6% |
| Admin fee / account holder | $2 | $710-99.8% | $16,245-100.0% | $626-99.7% |