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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 | $68,556 | $55,449+23.6% | $83,831-18.2% | $56,289+21.8% |
| Participation rate | 14.1% | 68.0%-53.9pp | 76.1%-62.1pp | 69.9%-55.8pp |
| Annual return | 6.59% | -1.38%+8.0pp | 850.99%-844.4pp | -9.96%+16.6pp |
| Employer contribution / active EE | $4,341 | $2,430+78.6% | $3,631+19.6% | $2,111+105.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |