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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 | $32,450 | $73,863-56.1% | $143,797-77.4% | $68,490-52.6% |
| Participation rate | 57.3% | 66.7%-9.3pp | 80.3%-23.0pp | 67.9%-10.6pp |
| Annual return | -17.17% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $1,302 | $3,185-59.1% | $4,952-73.7% | $2,597-49.9% |
| Participant deferral / active EE | $2,488 | $3,385-26.5% | $5,638-55.9% | $4,028-38.2% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |