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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 | $64,676 | $104,336-38.0% | $159,487-59.4% | $86,821-25.5% |
| Participation rate | 66.0% | 77.7%-11.7pp | 82.8%-16.8pp | 72.3%-6.2pp |
| Annual return | 8.38% | 26.32%-17.9pp | 263.71%-255.3pp | 97.94%-89.6pp |
| Employer contribution / active EE | $1,999 | $3,451-42.1% | $4,831-58.6% | $2,406-16.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |