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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 | $79,523-100.0% | $140,019-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 87.5%-87.5pp | 69.9%-69.9pp |
| Annual return | -21.30% | 2.39%-23.7pp | 651.17%-672.5pp | -9.96%-11.3pp |
| Employer contribution / active EE | $3,142 | $3,350-6.2% | $5,605-43.9% | $2,111+48.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |