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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 | $56,529 | $55,472+1.9% | $155,567-63.7% | $74,546-24.2% |
| Participation rate | 45.9% | 61.9%-16.0pp | 78.2%-32.3pp | 67.2%-21.3pp |
| Annual return | 12.49% | 268.72%-256.2pp | 64.74%-52.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,115 | $2,269-50.9% | $4,674-76.1% | $2,624-57.5% |
| Participant deferral / active EE | $2,505 | $2,838-11.7% | $5,628-55.5% | $4,347-42.4% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |