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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 | $38,989 | $86,897-55.1% | $151,645-74.3% | $64,824-39.9% |
| Participation rate | 58.4% | 87.3%-28.9pp | 87.5%-29.1pp | 71.5%-13.1pp |
| Annual return | 0.77% | -3.57%+4.3pp | 3.34%-2.6pp | 32.84%-32.1pp |
| Employer contribution / active EE | $2,081 | $4,010-48.1% | $6,165-66.2% | $2,507-17.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |