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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 | $0 | $95,417-100.0% | $135,974-100.0% | $74,460-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 15.61% | 32.76%-17.2pp | 68.30%-52.7pp | 34.38%-18.8pp |
| Employer contribution / active EE | $4,279 | $3,878+10.4% | $4,859-11.9% | $2,638+62.2% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |