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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 | $39,646 | $55,423-28.5% | $155,602-74.5% | $74,400-46.7% |
| Participation rate | 23.2% | 61.9%-38.7pp | 78.2%-55.0pp | 67.2%-44.0pp |
| Annual return | 12.93% | 269.07%-256.1pp | 64.81%-51.9pp | 1367.51%-1354.6pp |
| Employer contribution / active EE | $452 | $2,266-80.1% | $4,675-90.3% | $2,624-82.8% |
| Participant deferral / active EE | $1,170 | $2,835-58.7% | $5,629-79.2% | $4,348-73.1% |
| Admin fee / account holder | $90 | $1,744-94.8% | $15,923-99.4% | $1,944-95.4% |