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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 | $82,299 | $46,596+76.6% | $64,099+28.4% | $75,181+9.5% |
| Participation rate | 59.3% | 65.9%-6.7pp | 72.3%-13.1pp | 67.2%-7.9pp |
| Annual return | 14.89% | 26.04%-11.2pp | 33.70%-18.8pp | 160.69%-145.8pp |
| Employer contribution / active EE | $1,365 | $1,975-30.9% | $2,748-50.3% | $2,671-48.9% |
| Participant deferral / active EE | $2,827 | $2,837-0.4% | $3,881-27.2% | $4,126-31.5% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,070-100.0% | $5,650-100.0% |