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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 | $36,988 | $63,082-41.4% | $81,726-54.7% | $79,856-53.7% |
| Participation rate | 26.4% | 67.5%-41.1pp | 72.0%-45.6pp | 69.6%-43.3pp |
| Annual return | 25.12% | 22.66%+2.5pp | 29.49%-4.4pp | 31.71%-6.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,428-100.0% | $5,160-100.0% | $5,306-100.0% |