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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 | $62,150 | $42,909+44.8% | $60,906+2.0% | $68,486-9.3% |
| Participation rate | 64.9% | 66.8%-1.9pp | 73.1%-8.2pp | 67.9%-3.0pp |
| Annual return | -13.09% | -13.99%+0.9pp | 16.94%-30.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $1,745 | $1,979-11.8% | $2,703-35.5% | $2,597-32.8% |
| Participant deferral / active EE | $3,566 | $2,866+24.4% | $3,814-6.5% | $4,028-11.5% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |