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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 | $36,956 | $84,493-56.3% | $125,381-70.5% | $66,938-44.8% |
| Participation rate | 46.4% | 76.4%-30.0pp | 82.4%-35.9pp | 69.8%-23.4pp |
| Annual return | -18.69% | -8.49%-10.2pp | 572.31%-591.0pp | 1.58%-20.3pp |
| Employer contribution / active EE | $2,151 | $3,554-39.5% | $4,815-55.3% | $2,545-15.5% |
| Participant deferral / active EE | $3,317 | $6,783-51.1% | $7,448-55.5% | $4,238-21.7% |
| Admin fee / account holder | $31 | $685-95.5% | $10,007-99.7% | $594-94.8% |