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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 | $34,939 | $86,341-59.5% | $125,195-72.1% | $65,186-46.4% |
| Participation rate | 53.5% | 75.3%-21.8pp | 79.8%-26.3pp | 70.2%-16.7pp |
| Annual return | 24.26% | 27.44%-3.2pp | 43.79%-19.5pp | 29.39%-5.1pp |
| Employer contribution / active EE | $1,663 | $2,040-18.5% | $3,866-57.0% | $2,177-23.6% |
| Participant deferral / active EE | $3,338 | $3,538-5.7% | $4,937-32.4% | $3,514-5.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |