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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 | $88,576 | $61,172+44.8% | $185,851-52.3% | $79,389+11.6% |
| Participation rate | 19.4% | 66.6%-47.3pp | 81.7%-62.4pp | 70.7%-51.4pp |
| Annual return | 17.78% | 19.45%-1.7pp | 122.11%-104.3pp | 116.89%-99.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,110 | $2,788-60.2% | $5,569-80.1% | $4,046-72.6% |
| Admin fee / account holder | $203 | $710-71.4% | $16,245-98.8% | $626-67.6% |