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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 | $91,572 | $69,708+31.4% | $67,560+35.5% | $74,478+23.0% |
| Participation rate | 41.2% | 71.4%-30.2pp | 72.9%-31.8pp | 67.2%-26.0pp |
| Annual return | 12.76% | -40.67%+53.4pp | 3533.50%-3520.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,175 | $2,715-56.7% | $2,737-57.1% | $2,626-55.3% |
| Participant deferral / active EE | $2,542 | $3,637-30.1% | $4,004-36.5% | $4,350-41.6% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |