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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 | $139,636 | $107,415+30.0% | $135,998+2.7% | $80,187+74.1% |
| Participation rate | 48.5% | 78.0%-29.6pp | 81.9%-33.5pp | 72.9%-24.5pp |
| Annual return | 6.03% | 91.99%-86.0pp | 68.37%-62.3pp | 40.40%-34.4pp |
| Employer contribution / active EE | $3,157 | $3,878-18.6% | $4,860-35.0% | $2,980+5.9% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,761-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,769-100.0% | $145-100.0% |