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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,667 | $82,163-22.5% | $125,381-49.2% | $64,819-1.8% |
| Participation rate | 68.1% | 77.9%-9.8pp | 82.4%-14.3pp | 71.5%-3.4pp |
| Annual return | -15.99% | 3.49%-19.5pp | 572.31%-588.3pp | 32.84%-48.8pp |
| Employer contribution / active EE | $1,555 | $3,616-57.0% | $4,815-67.7% | $2,507-38.0% |
| Participant deferral / active EE | $3,557 | $7,175-50.4% | $7,448-52.2% | $4,311-17.5% |
| Admin fee / account holder | $43 | $163-73.6% | $10,007-99.6% | $188-77.1% |