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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 | $29,251 | $45,043-35.1% | $85,063-65.6% | $74,400-60.7% |
| Participation rate | 39.6% | 49.4%-9.8pp | 67.5%-28.0pp | 67.2%-27.7pp |
| Annual return | 12.96% | 26.26%-13.3pp | 66.54%-53.6pp | 1367.51%-1354.5pp |
| Employer contribution / active EE | $1,465 | $1,458+0.5% | $2,727-46.3% | $2,624-44.2% |
| Participant deferral / active EE | $0 | $2,733-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $196 | $2,210-91.1% | $6,155-96.8% | $1,944-89.9% |