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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 | $77,709 | $52,639+47.6% | $185,117-58.0% | $62,293+24.7% |
| Participation rate | 65.8% | 63.9%+2.0pp | 77.3%-11.4pp | 69.5%-3.7pp |
| Annual return | 12.60% | 19.57%-7.0pp | 40.50%-27.9pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,223 | $1,483-17.5% | $4,182-70.8% | $2,042-40.1% |
| Participant deferral / active EE | $2,138 | $3,097-31.0% | $5,045-57.6% | $3,169-32.6% |
| Admin fee / account holder | $0 | $374-100.0% | $8,159-100.0% | $479-100.0% |