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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 | $99,397 | $48,471+105.1% | $182,540-45.5% | $67,579+47.1% |
| Participation rate | 58.9% | 67.2%-8.3pp | 78.0%-19.1pp | 71.3%-12.4pp |
| Annual return | 14.77% | 31.08%-16.3pp | 148.58%-133.8pp | 378.56%-363.8pp |
| Employer contribution / active EE | $1,512 | $1,461+3.5% | $4,076-62.9% | $2,148-29.6% |
| Participant deferral / active EE | $2,684 | $3,324-19.3% | $5,525-51.4% | $3,539-24.2% |
| Admin fee / account holder | $3 | $151-98.1% | $8,593-100.0% | $142-98.0% |