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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 | $36,080 | $52,884-31.8% | $84,753-57.4% | $55,167-34.6% |
| Participation rate | 57.6% | 67.5%-9.9pp | 76.6%-19.0pp | 69.0%-11.4pp |
| Annual return | -7.02% | 18.03%-25.1pp | 22.78%-29.8pp | 169.23%-176.3pp |
| Employer contribution / active EE | $1,515 | $2,233-32.2% | $3,574-57.6% | $1,963-22.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |