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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 | $36,535 | $86,795-57.9% | $67,681-46.0% | $64,728-43.6% |
| Participation rate | 50.4% | 71.7%-21.3pp | 73.7%-23.4pp | 57.9%-7.5pp |
| Annual return | 12.00% | 12.58%-0.6pp | 590.58%-578.6pp | 49.38%-37.4pp |
| Employer contribution / active EE | $1,159 | $2,837-59.2% | $2,678-56.7% | $2,243-48.3% |
| Participant deferral / active EE | $2,173 | $3,430-36.6% | $3,976-45.3% | $2,729-20.4% |
| Admin fee / account holder | $91 | $238-61.9% | $6,100-98.5% | $1,145-92.1% |