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 | $60,954 | $93,901-35.1% | $158,226-61.5% | $93,901-35.1% |
| Participation rate | 50.3% | 81.9%-31.6pp | 74.8%-24.5pp | 81.9%-31.6pp |
| Annual return | 14.84% | 11.15%+3.7pp | 501.41%-486.6pp | 11.15%+3.7pp |
| Employer contribution / active EE | $1,053 | $4,205-75.0% | $2,986-64.7% | $4,205-75.0% |
| Participant deferral / active EE | $1,902 | $4,155-54.2% | $4,317-55.9% | $4,155-54.2% |
| Admin fee / account holder | $0 | $66-100.0% | $10,217-100.0% | $66-100.0% |