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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 | $93,084 | $58,895+58.1% | $178,503-47.9% | $73,497+26.7% |
| Participation rate | 13.0% | 66.2%-53.2pp | 81.9%-68.9pp | 70.7%-57.7pp |
| Annual return | 26.19% | 24.86%+1.3pp | 151.12%-124.9pp | 28.51%-2.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $856 | $2,567-66.7% | $5,202-83.5% | $3,740-77.1% |
| Admin fee / account holder | $227 | $400-43.3% | $13,987-98.4% | $513-55.7% |