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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 | $50,192-100.0% | $108,359-100.0% | $64,728-100.0% |
| Participation rate | 0.0% | 41.8%-41.8pp | 70.1%-70.1pp | 57.9%-57.9pp |
| Annual return | 1.10% | 14.22%-13.1pp | 36.89%-35.8pp | 49.38%-48.3pp |
| Employer contribution / active EE | $10,212 | $1,117+814.3% | $2,399+325.6% | $2,243+355.4% |
| Participant deferral / active EE | $0 | $1,676-100.0% | $4,137-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $2,161-100.0% | $9,741-100.0% | $1,145-100.0% |