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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 | $33,032 | $29,525+11.9% | $56,033-41.1% | $77,736-57.5% |
| Participation rate | 23.6% | 32.7%-9.1pp | 52.5%-28.9pp | 70.6%-47.0pp |
| Annual return | 18.52% | 18.90%-0.4pp | 1711.38%-1692.9pp | 31.26%-12.7pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,041-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $560 | $1,062-47.3% | $1,954-71.3% | $4,651-88.0% |
| Admin fee / account holder | $14 | $1,040-98.6% | $2,827-99.5% | $433-96.7% |