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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 | $25,341 | $67,512-62.5% | $185,837-86.4% | $93,010-72.8% |
| Participation rate | 68.3% | 67.1%+1.2pp | 81.7%-13.4pp | 73.9%-5.6pp |
| Annual return | 13.40% | 21.04%-7.6pp | 122.08%-108.7pp | 158.70%-145.3pp |
| Employer contribution / active EE | $385 | $1,783-78.4% | $5,168-92.5% | $2,705-85.8% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $318-100.0% | $16,241-100.0% | $152-100.0% |