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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 | $67,594-12.0% | $77,361-23.1% | $69,733-14.7% |
| Participation rate | 43.5% | 71.7%-28.2pp | 75.0%-31.5pp | 62.5%-18.9pp |
| Annual return | 10.05% | 19.20%-9.2pp | 1011.54%-1001.5pp | 15.22%-5.2pp |
| Employer contribution / active EE | $963 | $2,649-63.6% | $2,990-67.8% | $2,250-57.2% |
| Participant deferral / active EE | $2,315 | $3,401-31.9% | $3,911-40.8% | $3,054-24.2% |
| Admin fee / account holder | $0 | $1,159-100.0% | $5,894-100.0% | $3,102-100.0% |