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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 | $51,570 | $65,125-20.8% | $143,797-64.1% | $66,949-23.0% |
| Participation rate | 61.6% | 65.2%-3.6pp | 80.3%-18.7pp | 69.8%-8.2pp |
| Annual return | -12.93% | -11.13%-1.8pp | -0.04%-12.9pp | 1.57%-14.5pp |
| Employer contribution / active EE | $3,048 | $2,362+29.0% | $4,952-38.5% | $2,545+19.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |