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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $33,688 | $58,344-42.3% | $98,477-65.8% | $86,813-61.2% |
| Participation rate | 9.6% | 68.4%-58.8pp | 73.3%-63.7pp | 72.3%-62.7pp |
| Annual return | 38.06% | 43.47%-5.4pp | 1493.59%-1455.5pp | 97.93%-59.9pp |
| Employer contribution / active EE | $0 | $2,008-100.0% | $2,961-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $425 | $3,156-86.5% | $4,276-90.1% | $4,131-89.7% |
| Admin fee / account holder | $134 | $138-2.4% | $5,951-97.7% | $170-20.7% |