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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 | $25,434 | $28,956-12.2% | $71,755-64.6% | $64,819-60.8% |
| Participation rate | 0.0% | 65.2%-65.2pp | 62.3%-62.3pp | 71.5%-71.5pp |
| Annual return | 2.41% | -7.39%+9.8pp | 9.09%-6.7pp | 32.84%-30.4pp |
| Employer contribution / active EE | $2,476 | $1,159+113.7% | $1,704+45.3% | $2,507-1.2% |
| Participant deferral / active EE | $10,606 | $2,686+294.9% | $2,656+299.4% | $4,311+146.0% |
| Admin fee / account holder | $3 | $124-97.5% | $3,972-99.9% | $188-98.3% |