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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 | $18,591 | $73,848-74.8% | $143,799-87.1% | $68,486-72.9% |
| Participation rate | 65.4% | 66.7%-1.2pp | 80.3%-14.9pp | 67.9%-2.5pp |
| Annual return | -13.61% | 0.91%-14.5pp | -0.04%-13.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,471 | $3,184-53.8% | $4,952-70.3% | $2,597-43.3% |
| Participant deferral / active EE | $1,091 | $3,385-67.8% | $5,638-80.6% | $4,028-72.9% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |