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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 | $49,325 | $63,773-22.7% | $81,286-39.3% | $80,925-39.0% |
| Participation rate | 26.1% | 63.9%-37.8pp | 69.5%-43.4pp | 67.7%-41.6pp |
| Annual return | 22.77% | 16.37%+6.4pp | 24.80%-2.0pp | 35.65%-12.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,883-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $5,682-100.0% | $5,764-100.0% | $6,940-100.0% |