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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 | $45,126-35.2% | $85,187-65.7% | $74,459-60.7% |
| Participation rate | 39.6% | 49.4%-9.8pp | 67.5%-28.0pp | 67.2%-27.7pp |
| Annual return | 12.96% | 26.30%-13.3pp | 66.67%-53.7pp | 1369.70%-1356.7pp |
| Employer contribution / active EE | $1,465 | $1,460+0.4% | $2,732-46.4% | $2,626-44.2% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,525-100.0% | $4,350-100.0% |
| Admin fee / account holder | $196 | $2,212-91.1% | $6,162-96.8% | $1,945-89.9% |