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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 | $59,498 | $64,705-8.0% | $62,929-5.5% | $67,986-12.5% |
| Participation rate | 43.5% | 65.6%-22.1pp | 73.1%-29.6pp | 57.2%-13.7pp |
| Annual return | 10.05% | 20.31%-10.3pp | 1063.93%-1053.9pp | 31.67%-21.6pp |
| Employer contribution / active EE | $963 | $2,376-59.5% | $2,505-61.5% | $2,019-52.3% |
| Participant deferral / active EE | $2,315 | $3,198-27.6% | $3,888-40.5% | $3,358-31.1% |
| Admin fee / account holder | $0 | $1,428-100.0% | $5,065-100.0% | $3,203-100.0% |