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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 | $55,446-20.4% | $155,574-71.6% | $74,429-40.7% |
| Participation rate | 47.7% | 61.9%-14.2pp | 78.2%-30.5pp | 67.2%-19.6pp |
| Annual return | 15.31% | 269.20%-253.9pp | 64.87%-49.6pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $1,161 | $2,266-48.7% | $4,676-75.2% | $2,625-55.8% |
| Participant deferral / active EE | $1,896 | $2,836-33.1% | $5,629-66.3% | $4,348-56.4% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |