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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 | $46,155 | $45,343+1.8% | $150,298-69.3% | $67,986-32.1% |
| Participation rate | 55.7% | 51.9%+3.9pp | 77.8%-22.1pp | 57.2%-1.5pp |
| Annual return | 14.00% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $2,231 | $1,462+52.6% | $4,154-46.3% | $2,019+10.5% |
| Participant deferral / active EE | $2,399 | $2,055+16.7% | $5,453-56.0% | $3,358-28.6% |
| Admin fee / account holder | $21 | $2,250-99.0% | $14,116-99.8% | $3,203-99.3% |