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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 | $69,774+31.2% | $67,561+35.5% | $74,429+23.0% |
| Participation rate | 41.2% | 71.4%-30.2pp | 72.9%-31.7pp | 67.2%-26.0pp |
| Annual return | 12.76% | -40.53%+53.3pp | 3525.44%-3512.7pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $1,175 | $2,710-56.6% | $2,735-57.0% | $2,625-55.2% |
| Participant deferral / active EE | $2,542 | $3,636-30.1% | $4,003-36.5% | $4,348-41.5% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |