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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 | $43,749-45.9% | $158,223-85.0% | $65,306-63.8% |
| Participation rate | 53.6% | 56.9%-3.3pp | 79.2%-25.6pp | 57.7%-4.1pp |
| Annual return | 13.98% | 19.41%-5.4pp | 52.09%-38.1pp | 21.94%-8.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $3,380 | $2,019+67.4% | $5,467-38.2% | $2,959+14.2% |
| Admin fee / account holder | $57 | $1,930-97.0% | $16,047-99.6% | $3,480-98.4% |