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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 | $232,888 | $100,801+131.0% | $149,745+55.5% | $73,412+217.2% |
| Participation rate | 28.8% | 77.7%-48.9pp | 82.5%-53.7pp | 72.2%-43.4pp |
| Annual return | 6.57% | 265.34%-258.8pp | 276.72%-270.2pp | 59.30%-52.7pp |
| Employer contribution / active EE | $1,503 | $3,312-54.6% | $4,646-67.7% | $2,234-32.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,312-100.0% | $158-100.0% |