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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 | $64,854 | $52,967+22.4% | $172,753-62.5% | $65,186-0.5% |
| Participation rate | 13.6% | 66.2%-52.6pp | 82.6%-69.0pp | 70.2%-56.6pp |
| Annual return | 22.74% | 30.12%-7.4pp | 803.00%-780.3pp | 29.39%-6.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $990 | $2,471-59.9% | $5,198-81.0% | $3,514-71.8% |
| Admin fee / account holder | $166 | $472-64.9% | $13,956-98.8% | $847-80.4% |