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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 | $66,224 | $30,107+120.0% | $61,452+7.8% | $64,819+2.2% |
| Participation rate | 19.0% | 36.4%-17.4pp | 52.6%-33.6pp | 71.5%-52.5pp |
| Annual return | -16.68% | -13.99%-2.7pp | 338.96%-355.6pp | 32.84%-49.5pp |
| Employer contribution / active EE | $561 | $537+4.6% | $1,160-51.6% | $2,507-77.6% |
| Participant deferral / active EE | $1,221 | $1,126+8.5% | $2,125-42.5% | $4,311-71.7% |
| Admin fee / account holder | $40 | $148-72.7% | $2,131-98.1% | $188-78.4% |