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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 | $36,677 | $84,499-56.6% | $125,391-70.8% | $66,949-45.2% |
| Participation rate | 61.8% | 76.4%-14.7pp | 82.4%-20.6pp | 69.8%-8.1pp |
| Annual return | -15.00% | -8.49%-6.5pp | 572.41%-587.4pp | 1.57%-16.6pp |
| Employer contribution / active EE | $1,923 | $3,554-45.9% | $4,816-60.1% | $2,545-24.5% |
| Participant deferral / active EE | $3,748 | $6,785-44.8% | $7,448-49.7% | $4,239-11.6% |
| Admin fee / account holder | $101 | $685-85.3% | $10,009-99.0% | $594-83.0% |