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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 | $44,108 | $55,470-20.5% | $155,556-71.6% | $74,478-40.8% |
| Participation rate | 47.7% | 61.9%-14.2pp | 78.2%-30.6pp | 67.2%-19.6pp |
| Annual return | 15.31% | 269.80%-254.5pp | 64.84%-49.5pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $1,161 | $2,267-48.8% | $4,675-75.2% | $2,626-55.8% |
| Participant deferral / active EE | $1,896 | $2,838-33.2% | $5,631-66.3% | $4,350-56.4% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |