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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 | $166,212 | $69,708+138.4% | $67,560+146.0% | $74,478+123.2% |
| Participation rate | 45.3% | 71.4%-26.1pp | 72.9%-27.6pp | 67.2%-21.9pp |
| Annual return | 18.38% | -40.67%+59.1pp | 3533.50%-3515.1pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $3,682 | $2,715+35.6% | $2,737+34.5% | $2,626+40.2% |
| Participant deferral / active EE | $1,514 | $3,637-58.4% | $4,004-62.2% | $4,350-65.2% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |