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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 | $106,281 | $85,635+24.1% | $123,894-14.2% | $63,975+66.1% |
| Participation rate | 64.0% | 74.9%-10.9pp | 81.4%-17.4pp | 71.1%-7.1pp |
| Annual return | 1.13% | 15.74%-14.6pp | 47.52%-46.4pp | 48.65%-47.5pp |
| Employer contribution / active EE | $3,374 | $3,076+9.7% | $4,617-26.9% | $2,182+54.7% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |