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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 | $23,670 | $43,496-45.6% | $161,489-85.3% | $64,340-63.2% |
| Participation rate | 53.6% | 53.5%0pp | 78.7%-25.1pp | 55.2%-1.7pp |
| Annual return | 13.98% | 20.76%-6.8pp | 89.72%-75.7pp | 24.14%-10.2pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,380 | $1,996+69.4% | $5,630-40.0% | $2,980+13.4% |
| Admin fee / account holder | $57 | $2,330-97.6% | $16,006-99.6% | $3,703-98.5% |