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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 | $235,953 | $82,163+187.2% | $125,363+88.2% | $64,814+264.0% |
| Participation rate | 29.1% | 77.9%-48.8pp | 82.4%-53.3pp | 71.5%-42.4pp |
| Annual return | -15.74% | 3.49%-19.2pp | 572.15%-587.9pp | 32.84%-48.6pp |
| Employer contribution / active EE | $2,304 | $3,616-36.3% | $4,815-52.1% | $2,507-8.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $8 | $163-95.2% | $10,005-99.9% | $188-95.8% |