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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 | $95,379 | $57,352+66.3% | $83,831+13.8% | $64,173+48.6% |
| Participation rate | 67.1% | 68.6%-1.5pp | 76.1%-9.0pp | 69.6%-2.4pp |
| Annual return | 1.14% | 11.38%-10.2pp | 850.99%-849.9pp | 7.63%-6.5pp |
| Employer contribution / active EE | $7,158 | $2,546+181.2% | $3,631+97.1% | $2,381+200.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $46 | $4,046-98.9% | $5,479-99.2% | $4,887-99.1% |