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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 | $63,845-22.7% | $81,370-39.4% | $80,959-39.1% |
| Participation rate | 26.1% | 63.9%-37.8pp | 69.5%-43.5pp | 67.7%-41.6pp |
| Annual return | 22.77% | 16.37%+6.4pp | 24.85%-2.1pp | 35.67%-12.9pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $5,688-100.0% | $5,749-100.0% | $6,925-100.0% |