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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 | $59,250 | $65,092-9.0% | $143,799-58.8% | $66,938-11.5% |
| Participation rate | 45.9% | 65.2%-19.3pp | 80.3%-34.4pp | 69.8%-23.9pp |
| Annual return | -10.01% | -11.14%+1.1pp | -0.04%-10.0pp | 1.58%-11.6pp |
| Employer contribution / active EE | $1,521 | $2,362-35.6% | $4,952-69.3% | $2,545-40.2% |
| Participant deferral / active EE | $2,104 | $2,920-27.9% | $5,638-62.7% | $4,238-50.4% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |