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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 | $33,122 | $37,418-11.5% | $77,100-57.0% | $77,906-57.5% |
| Participation rate | 2.2% | 46.9%-44.7pp | 67.9%-65.7pp | 73.7%-71.5pp |
| Annual return | -1.17% | -7.13%+6.0pp | 42.35%-43.5pp | 12.16%-13.3pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,815-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $68 | $2,572-97.4% | $4,430-98.5% | $4,805-98.6% |
| Admin fee / account holder | $6 | $126-95.0% | $5,443-99.9% | $133-95.2% |