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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 | $114,241+47.7% | $159,455+5.8% | $101,517+66.2% |
| Participation rate | 40.6% | 71.7%-31.1pp | 82.8%-42.2pp | 74.6%-33.9pp |
| Annual return | 13.89% | 22.81%-8.9pp | 263.63%-249.7pp | 21.00%-7.1pp |
| Employer contribution / active EE | $1,579 | $3,214-50.9% | $4,830-67.3% | $2,973-46.9% |
| Participant deferral / active EE | $1,952 | $6,307-69.1% | $7,353-73.5% | $4,873-59.9% |
| Admin fee / account holder | $0 | $81-100.0% | $10,800-100.0% | $139-100.0% |