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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 | $39,599 | $55,446-28.6% | $155,574-74.5% | $74,429-46.8% |
| Participation rate | 47.1% | 61.9%-14.8pp | 78.2%-31.1pp | 67.2%-20.1pp |
| Annual return | 28.23% | 269.20%-241.0pp | 64.87%-36.6pp | 1368.38%-1340.1pp |
| Employer contribution / active EE | $2,115 | $2,266-6.7% | $4,676-54.8% | $2,625-19.4% |
| Participant deferral / active EE | $2,257 | $2,836-20.4% | $5,629-59.9% | $4,348-48.1% |
| Admin fee / account holder | $24 | $1,743-98.6% | $15,914-99.8% | $1,944-98.8% |