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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 | $26,921 | $65,084-58.6% | $67,681-60.2% | $64,340-58.2% |
| Participation rate | 52.6% | 66.7%-14.2pp | 73.7%-21.1pp | 55.2%-2.7pp |
| Annual return | 11.06% | 20.50%-9.4pp | 590.58%-579.5pp | 24.14%-13.1pp |
| Employer contribution / active EE | $697 | $2,398-70.9% | $2,678-74.0% | $1,862-62.5% |
| Participant deferral / active EE | $835 | $3,210-74.0% | $3,976-79.0% | $2,980-72.0% |
| Admin fee / account holder | $157 | $1,415-88.9% | $6,100-97.4% | $3,703-95.8% |