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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 | $69,774-69.1% | $67,561-68.1% | $74,429-71.0% |
| Participation rate | 64.4% | 71.4%-6.9pp | 72.9%-8.5pp | 67.2%-2.8pp |
| Annual return | 12.21% | -40.53%+52.7pp | 3525.44%-3513.2pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,576 | $2,710-5.0% | $2,735-5.8% | $2,625-1.9% |
| Participant deferral / active EE | $1,292 | $3,636-64.5% | $4,003-67.7% | $4,348-70.3% |
| Admin fee / account holder | $9 | $890-99.0% | $4,006-99.8% | $1,944-99.5% |