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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 | $36,940 | $61,391-39.8% | $149,723-75.3% | $71,529-48.4% |
| Participation rate | 47.6% | 62.5%-14.9pp | 78.8%-31.2pp | 67.9%-20.3pp |
| Annual return | 2.97% | 35.88%-32.9pp | 134.50%-131.5pp | 28.97%-26.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $4,821-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,428 | $2,921-51.1% | $5,682-74.9% | $4,291-66.7% |
| Admin fee / account holder | $58 | $1,264-95.4% | $13,215-99.6% | $1,588-96.3% |