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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 | $20,554 | $65,092-68.4% | $143,799-85.7% | $66,938-69.3% |
| Participation rate | 13.3% | 65.2%-51.9pp | 80.3%-67.0pp | 69.8%-56.5pp |
| Annual return | -17.03% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,109 | $2,920-62.0% | $5,638-80.3% | $4,238-73.8% |
| Admin fee / account holder | $114 | $502-77.3% | $14,677-99.2% | $594-80.8% |