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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 | $69,098 | $48,337+43.0% | $67,560+2.3% | $80,959-14.7% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.7%-7.1pp |
| Annual return | 17.86% | 18.26%-0.4pp | 3533.50%-3515.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $5,337 | $2,023+163.9% | $2,737+95.0% | $2,757+93.6% |
| Participant deferral / active EE | $3,791 | $2,928+29.5% | $4,004-5.3% | $4,300-11.9% |
| Admin fee / account holder | $0 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |