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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $56,486 | $64,286-12.1% | $90,970-37.9% | $73,412-23.1% |
| Participation rate | 68.6% | 63.6%+5.0pp | 69.0%-0.4pp | 72.2%-3.6pp |
| Annual return | 13.46% | 21.46%-8.0pp | 134.60%-121.1pp | 59.30%-45.8pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,072 | $2,453-56.3% | $3,373-68.2% | $3,806-71.8% |
| Admin fee / account holder | $290 | $287+1.1% | $5,961-95.1% | $158+83.9% |