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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 | $37,624 | $81,233-53.7% | $155,567-75.8% | $80,874-53.5% |
| Participation rate | 28.2% | 66.2%-38.0pp | 78.2%-50.0pp | 67.6%-39.4pp |
| Annual return | 21.55% | 33.33%-11.8pp | 64.74%-43.2pp | 35.62%-14.1pp |
| Employer contribution / active EE | $707 | $3,101-77.2% | $4,674-84.9% | $2,756-74.3% |
| Participant deferral / active EE | $2,479 | $3,452-28.2% | $5,628-56.0% | $4,297-42.3% |
| Admin fee / account holder | $31 | $7,998-99.6% | $15,916-99.8% | $6,935-99.6% |