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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 | $21,566 | $69,708-69.1% | $67,560-68.1% | $74,478-71.0% |
| Participation rate | 64.4% | 71.4%-7.0pp | 72.9%-8.5pp | 67.2%-2.8pp |
| Annual return | 12.21% | -40.67%+52.9pp | 3533.50%-3521.3pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $2,576 | $2,715-5.1% | $2,737-5.9% | $2,626-1.9% |
| Participant deferral / active EE | $1,292 | $3,637-64.5% | $4,004-67.7% | $4,350-70.3% |
| Admin fee / account holder | $9 | $887-99.0% | $3,994-99.8% | $1,946-99.5% |