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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 | $13,622 | $31,370-56.6% | $74,577-81.7% | $63,975-78.7% |
| Participation rate | 48.5% | 42.6%+5.9pp | 68.1%-19.6pp | 71.1%-22.7pp |
| Annual return | -11.18% | -105.16%+94.0pp | 20.47%-31.7pp | 48.65%-59.8pp |
| Employer contribution / active EE | $748 | $822-9.0% | $2,525-70.4% | $2,182-65.7% |
| Participant deferral / active EE | $0 | $1,560-100.0% | $3,458-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $4,138-100.0% | $70-100.0% |