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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 | $69,774+138.2% | $67,561+146.0% | $74,429+123.3% |
| Participation rate | 45.3% | 71.4%-26.1pp | 72.9%-27.6pp | 67.2%-21.9pp |
| Annual return | 18.38% | -40.53%+58.9pp | 3525.44%-3507.1pp | 1368.38%-1350.0pp |
| Employer contribution / active EE | $3,682 | $2,710+35.9% | $2,735+34.6% | $2,625+40.3% |
| Participant deferral / active EE | $1,514 | $3,636-58.4% | $4,003-62.2% | $4,348-65.2% |
| Admin fee / account holder | $0 | $890-100.0% | $4,006-100.0% | $1,944-100.0% |