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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 | $31,542 | $65,125-51.6% | $143,797-78.1% | $66,949-52.9% |
| Participation rate | 38.3% | 65.2%-26.9pp | 80.3%-42.0pp | 69.8%-31.5pp |
| Annual return | -15.65% | -11.13%-4.5pp | -0.04%-15.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,117 | $2,920-27.5% | $5,638-62.5% | $4,239-50.1% |
| Admin fee / account holder | $28 | $503-94.4% | $14,679-99.8% | $594-95.2% |