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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 | $122,438 | $101,523+20.6% | $141,200-13.3% | $77,775+57.4% |
| Participation rate | 59.0% | 77.4%-18.4pp | 82.5%-23.5pp | 73.2%-14.3pp |
| Annual return | 11.68% | 56.22%-44.5pp | 71.41%-59.7pp | 32.58%-20.9pp |
| Employer contribution / active EE | $3,870 | $3,341+15.8% | $4,736-18.3% | $2,504+54.6% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,710-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $10,265-100.0% | $100-100.0% |