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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 | $69,745+31.3% | $67,511+35.6% | $74,546+22.8% |
| Participation rate | 41.2% | 71.3%-30.2pp | 72.9%-31.7pp | 67.2%-26.0pp |
| Annual return | 12.76% | -40.37%+53.1pp | 3517.41%-3504.6pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,175 | $2,705-56.6% | $2,733-57.0% | $2,624-55.2% |
| Participant deferral / active EE | $2,542 | $3,636-30.1% | $4,000-36.4% | $4,347-41.5% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |