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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 | $22,148 | $45,000-50.8% | $143,799-84.6% | $77,906-71.6% |
| Participation rate | 62.8% | 66.8%-4.0pp | 80.3%-17.5pp | 73.7%-10.9pp |
| Annual return | -8.09% | 29.03%-37.1pp | -0.04%-8.0pp | 12.16%-20.2pp |
| Employer contribution / active EE | $410 | $1,870-78.1% | $4,952-91.7% | $2,846-85.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $98-100.0% | $14,677-100.0% | $133-100.0% |