Filed February 26, 2025
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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 | $50,487 | $53,901-6.3% | $134,155-62.4% | $73,493-31.3% |
| Participation rate | 66.4% | 62.8%+3.6pp | 72.2%-5.8pp | 70.7%-4.3pp |
| Annual return | 15.09% | 15.82%-0.7pp | 36.34%-21.3pp | 28.51%-13.4pp |
| Employer contribution / active EE | $417 | $1,458-71.4% | $3,705-88.7% | $2,270-81.6% |
| Participant deferral / active EE | $1,933 | $2,739-29.4% | $3,500-44.8% | $3,740-48.3% |
| Admin fee / account holder | $14 | $581-97.6% | $6,685-99.8% | $513-97.2% |