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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 | $21,051 | $53,344-60.5% | $121,210-82.6% | $74,473-71.7% |
| Participation rate | 22.3% | 60.0%-37.7pp | 69.5%-47.2pp | 70.7%-48.4pp |
| Annual return | 0.00% | 35.15%-35.2pp | 987.41%-987.4pp | 34.36%-34.4pp |
| Employer contribution / active EE | $648 | $1,898-65.9% | $4,171-84.5% | $2,638-75.4% |
| Participant deferral / active EE | $1,330 | $3,220-58.7% | $4,084-67.4% | $4,530-70.7% |
| Admin fee / account holder | $94 | $382-75.4% | $5,647-98.3% | $347-73.0% |