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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 | $22,667 | $30,107-24.7% | $61,452-63.1% | $64,819-65.0% |
| Participation rate | 35.9% | 36.4%-0.4pp | 52.6%-16.6pp | 71.5%-35.5pp |
| Annual return | -16.85% | -13.99%-2.9pp | 338.96%-355.8pp | 32.84%-49.7pp |
| Employer contribution / active EE | $471 | $537-12.2% | $1,160-59.4% | $2,507-81.2% |
| Participant deferral / active EE | $872 | $1,126-22.5% | $2,125-58.9% | $4,311-79.8% |
| Admin fee / account holder | $0 | $148-100.0% | $2,131-100.0% | $188-100.0% |