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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 | $39,968 | $58,895-32.1% | $178,503-77.6% | $73,497-45.6% |
| Participation rate | 35.9% | 66.2%-30.3pp | 81.9%-46.0pp | 70.7%-34.7pp |
| Annual return | 18.89% | 24.86%-6.0pp | 151.12%-132.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $663 | $2,236-70.3% | $5,011-86.8% | $2,270-70.8% |
| Participant deferral / active EE | $1,166 | $2,567-54.6% | $5,202-77.6% | $3,740-68.8% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |