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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 | $34,706 | $50,919-31.8% | $155,556-77.7% | $77,762-55.4% |
| Participation rate | 59.2% | 63.1%-3.9pp | 78.2%-19.0pp | 70.6%-11.4pp |
| Annual return | 13.78% | 34.84%-21.1pp | 64.84%-51.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $2,612 | $1,991+31.1% | $4,675-44.1% | $2,728-4.3% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $437-100.0% | $15,885-100.0% | $433-100.0% |