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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 | $47,566 | $55,449-14.2% | $83,831-43.3% | $56,289-15.5% |
| Participation rate | 61.6% | 68.0%-6.4pp | 76.1%-14.5pp | 69.9%-8.2pp |
| Annual return | 0.24% | -1.38%+1.6pp | 850.99%-850.7pp | -9.96%+10.2pp |
| Employer contribution / active EE | $4,739 | $2,430+95.0% | $3,631+30.5% | $2,111+124.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |