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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 | $8,327 | $45,872-81.8% | $77,100-89.2% | $68,490-87.8% |
| Participation rate | 52.1% | 55.9%-3.8pp | 67.9%-15.8pp | 67.9%-15.8pp |
| Annual return | -13.70% | 1.73%-15.4pp | 42.35%-56.1pp | -7.85%-5.8pp |
| Employer contribution / active EE | $2,326 | $1,650+41.0% | $2,815-17.4% | $2,597-10.4% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $155 | $3,041-94.9% | $5,443-97.1% | $5,403-97.1% |