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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 | $28,617 | $61,338-53.3% | $149,717-80.9% | $71,495-60.0% |
| Participation rate | 55.6% | 62.5%-6.9pp | 78.8%-23.1pp | 67.9%-12.3pp |
| Annual return | 12.78% | 35.86%-23.1pp | 134.41%-121.6pp | 28.85%-16.1pp |
| Employer contribution / active EE | $530 | $2,381-77.8% | $4,820-89.0% | $2,589-79.6% |
| Participant deferral / active EE | $2,587 | $2,919-11.4% | $5,682-54.5% | $4,291-39.7% |
| Admin fee / account holder | $11 | $1,263-99.1% | $13,213-99.9% | $1,588-99.3% |