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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 | $39,366 | $60,989-35.5% | $60,919-35.4% | $66,949-41.2% |
| Participation rate | 69.6% | 74.5%-4.9pp | 73.1%-3.5pp | 69.8%-0.2pp |
| Annual return | -4.07% | -9.60%+5.5pp | 16.96%-21.0pp | 1.57%-5.6pp |
| Employer contribution / active EE | $2,787 | $2,661+4.8% | $2,704+3.1% | $2,545+9.5% |
| Participant deferral / active EE | $3,239 | $3,615-10.4% | $3,814-15.1% | $4,239-23.6% |
| Admin fee / account holder | $10 | $338-97.0% | $3,228-99.7% | $594-98.3% |