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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 | $0 | $76,696-100.0% | $96,538-100.0% | $71,529-100.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 74.3%-74.3pp | 67.9%-67.9pp |
| Annual return | 10.96% | 48.32%-37.4pp | 35.74%-24.8pp | 28.97%-18.0pp |
| Employer contribution / active EE | $12,062 | $3,032+297.9% | $3,740+222.5% | $2,590+365.7% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |