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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 | $168,705 | $114,842+46.9% | $159,495+5.8% | $101,555+66.1% |
| Participation rate | 40.6% | 71.6%-31.0pp | 82.8%-42.2pp | 74.5%-33.9pp |
| Annual return | 13.89% | 22.90%-9.0pp | 263.72%-249.8pp | 21.00%-7.1pp |
| Employer contribution / active EE | $1,579 | $3,203-50.7% | $4,831-67.3% | $2,972-46.9% |
| Participant deferral / active EE | $1,952 | $6,336-69.2% | $7,354-73.5% | $4,874-60.0% |
| Admin fee / account holder | $0 | $80-100.0% | $10,804-100.0% | $139-100.0% |