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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 | $11,527 | $22,714-49.3% | $59,496-80.6% | $55,191-79.1% |
| Participation rate | 19.0% | 37.5%-18.4pp | 54.6%-35.5pp | 69.2%-50.1pp |
| Annual return | 1.74% | -44.01%+45.7pp | 182.05%-180.3pp | 10.78%-9.0pp |
| Employer contribution / active EE | $0 | $418-100.0% | $1,153-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $297 | $843-64.8% | $1,829-83.8% | $3,046-90.2% |
| Admin fee / account holder | $0 | $83-100.0% | $2,232-100.0% | $91-100.0% |