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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 | $25,520 | $69,774-63.4% | $67,561-62.2% | $74,429-65.7% |
| Participation rate | 51.3% | 71.4%-20.1pp | 72.9%-21.6pp | 67.2%-15.9pp |
| Annual return | 12.24% | -40.53%+52.8pp | 3525.44%-3513.2pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $732 | $2,710-73.0% | $2,735-73.2% | $2,625-72.1% |
| Participant deferral / active EE | $745 | $3,636-79.5% | $4,003-81.4% | $4,348-82.9% |
| Admin fee / account holder | $138 | $890-84.5% | $4,006-96.6% | $1,944-92.9% |