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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 | $6,733 | $26,549-74.6% | $61,501-89.1% | $66,949-89.9% |
| Participation rate | 22.5% | 38.1%-15.6pp | 52.6%-30.1pp | 69.8%-47.3pp |
| Annual return | 0.00% | -16.21%+16.2pp | 339.04%-339.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,930 | $1,338+44.2% | $2,125-9.2% | $4,239-54.5% |
| Admin fee / account holder | $99 | $409-75.8% | $2,132-95.4% | $594-83.4% |