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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 | $37,526 | $61,391-38.9% | $149,723-74.9% | $71,529-47.5% |
| Participation rate | 49.0% | 62.5%-13.5pp | 78.8%-29.8pp | 67.9%-18.9pp |
| Annual return | 20.53% | 35.88%-15.3pp | 134.50%-114.0pp | 28.97%-8.4pp |
| Employer contribution / active EE | $1,170 | $2,384-50.9% | $4,821-75.7% | $2,590-54.8% |
| Participant deferral / active EE | $2,209 | $2,921-24.3% | $5,682-61.1% | $4,291-48.5% |
| Admin fee / account holder | $0 | $1,264-100.0% | $13,215-100.0% | $1,588-100.0% |