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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 | $17,576 | $55,437-68.3% | $155,534-88.7% | $74,459-76.4% |
| Participation rate | 47.6% | 61.9%-14.3pp | 78.2%-30.6pp | 67.2%-19.6pp |
| Annual return | 11.08% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $555 | $2,266-75.5% | $4,675-88.1% | $2,626-78.9% |
| Participant deferral / active EE | $1,180 | $2,837-58.4% | $5,630-79.0% | $4,350-72.9% |
| Admin fee / account holder | $96 | $1,742-94.5% | $15,900-99.4% | $1,945-95.1% |