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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $28,028 | $45,602-38.5% | $117,529-76.2% | $66,949-58.1% |
| Participation rate | 62.5% | 57.6%+4.9pp | 70.6%-8.1pp | 69.8%-7.3pp |
| Annual return | -17.53% | -16.74%-0.8pp | 29.77%-47.3pp | 1.57%-19.1pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,452 | $2,845-13.8% | $4,072-39.8% | $4,239-42.2% |
| Admin fee / account holder | $9 | $661-98.7% | $5,645-99.8% | $594-98.6% |