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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 | $30,163 | $50,919-40.8% | $155,556-80.6% | $77,762-61.2% |
| Participation rate | 42.6% | 63.1%-20.5pp | 78.2%-35.6pp | 70.6%-28.0pp |
| Annual return | 0.00% | 34.84%-34.8pp | 64.84%-64.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $534 | $1,991-73.2% | $4,675-88.6% | $2,728-80.4% |
| Participant deferral / active EE | $936 | $2,824-66.9% | $5,631-83.4% | $4,651-79.9% |
| Admin fee / account holder | $175 | $437-60.0% | $15,885-98.9% | $433-59.7% |