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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 | $69,273 | $69,708-0.6% | $67,560+2.5% | $74,478-7.0% |
| Participation rate | 49.7% | 71.4%-21.8pp | 72.9%-23.3pp | 67.2%-17.6pp |
| Annual return | 10.51% | -40.67%+51.2pp | 3533.50%-3523.0pp | 1370.56%-1360.0pp |
| Employer contribution / active EE | $1,859 | $2,715-31.5% | $2,737-32.1% | $2,626-29.2% |
| Participant deferral / active EE | $1,886 | $3,637-48.1% | $4,004-52.9% | $4,350-56.6% |
| Admin fee / account holder | $207 | $887-76.7% | $3,994-94.8% | $1,946-89.4% |