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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 | $13,579 | $31,679-57.1% | $74,723-81.8% | $65,186-79.2% |
| Participation rate | 11.7% | 40.4%-28.7pp | 54.5%-42.8pp | 70.2%-58.5pp |
| Annual return | 29.17% | 39.04%-9.9pp | 753.18%-724.0pp | 29.39%-0.2pp |
| Employer contribution / active EE | $131 | $566-76.8% | $1,084-87.9% | $2,177-94.0% |
| Participant deferral / active EE | $436 | $1,191-63.4% | $1,962-77.8% | $3,514-87.6% |
| Admin fee / account holder | $18 | $379-95.2% | $3,335-99.5% | $847-97.9% |