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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 | $14,372 | $43,717-67.1% | $81,473-82.4% | $77,958-81.6% |
| Participation rate | 54.4% | 42.5%+11.9pp | 68.0%-13.6pp | 71.6%-17.3pp |
| Annual return | -5.49% | 23.83%-29.3pp | 38.78%-44.3pp | 20.87%-26.4pp |
| Employer contribution / active EE | $765 | $919-16.7% | $2,568-70.2% | $2,310-66.9% |
| Participant deferral / active EE | $0 | $1,783-100.0% | $3,537-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $4,561-100.0% | $97-100.0% |