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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 | $42,131 | $60,989-30.9% | $60,906-30.8% | $66,938-37.1% |
| Participation rate | 51.1% | 74.5%-23.3pp | 73.1%-22.0pp | 69.8%-18.7pp |
| Annual return | -9.62% | -9.60%0pp | 16.94%-26.6pp | 1.58%-11.2pp |
| Employer contribution / active EE | $1,085 | $2,661-59.2% | $2,703-59.9% | $2,545-57.4% |
| Participant deferral / active EE | $2,333 | $3,615-35.4% | $3,814-38.8% | $4,238-44.9% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |