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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 | $50,820-40.6% | $155,567-80.6% | $77,671-61.2% |
| Participation rate | 42.6% | 63.1%-20.5pp | 78.2%-35.6pp | 70.6%-28.0pp |
| Annual return | 0.00% | 34.85%-34.8pp | 64.74%-64.7pp | 31.21%-31.2pp |
| Employer contribution / active EE | $534 | $1,993-73.2% | $4,674-88.6% | $2,726-80.4% |
| Participant deferral / active EE | $936 | $2,823-66.8% | $5,628-83.4% | $4,648-79.9% |
| Admin fee / account holder | $175 | $436-59.9% | $15,916-98.9% | $430-59.4% |