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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 | $54,095 | $69,774-22.5% | $67,561-19.9% | $74,429-27.3% |
| Participation rate | 50.0% | 71.4%-21.4pp | 72.9%-22.9pp | 67.2%-17.2pp |
| Annual return | 14.70% | -40.53%+55.2pp | 3525.44%-3510.7pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,104 | $2,710-59.3% | $2,735-59.6% | $2,625-57.9% |
| Participant deferral / active EE | $2,578 | $3,636-29.1% | $4,003-35.6% | $4,348-40.7% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |