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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 | $56,578 | $45,602+24.1% | $117,529-51.9% | $66,949-15.5% |
| Participation rate | 48.7% | 57.6%-8.9pp | 70.6%-21.9pp | 69.8%-21.1pp |
| Annual return | -15.10% | -16.74%+1.6pp | 29.77%-44.9pp | 1.57%-16.7pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,265 | $2,845-20.4% | $4,072-44.4% | $4,239-46.6% |
| Admin fee / account holder | $2 | $661-99.6% | $5,645-100.0% | $594-99.6% |