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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 | $146,772 | $107,415+36.6% | $135,998+7.9% | $80,187+83.0% |
| Participation rate | 67.2% | 78.0%-10.9pp | 81.9%-14.8pp | 72.9%-5.8pp |
| Annual return | 13.81% | 91.99%-78.2pp | 68.37%-54.6pp | 40.40%-26.6pp |
| Employer contribution / active EE | $4,636 | $3,878+19.5% | $4,860-4.6% | $2,980+55.6% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,769-100.0% | $145-100.0% |