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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 | $42,828 | $60,989-29.8% | $60,919-29.7% | $66,949-36.0% |
| Participation rate | 23.6% | 74.5%-50.9pp | 73.1%-49.5pp | 69.8%-46.3pp |
| Annual return | -11.88% | -9.60%-2.3pp | 16.96%-28.8pp | 1.57%-13.5pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,372 | $3,615-62.0% | $3,814-64.0% | $4,239-67.6% |
| Admin fee / account holder | $38 | $338-88.6% | $3,228-98.8% | $594-93.5% |