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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 | $137,286 | $65,582+109.3% | $64,101+114.2% | $71,511+92.0% |
| Participation rate | 48.8% | 73.2%-24.4pp | 72.3%-23.5pp | 67.9%-19.1pp |
| Annual return | 12.91% | 18.96%-6.0pp | 33.72%-20.8pp | 28.86%-15.9pp |
| Employer contribution / active EE | $3,091 | $2,671+15.7% | $2,749+12.4% | $2,589+19.4% |
| Participant deferral / active EE | $1,375 | $3,628-62.1% | $3,881-64.6% | $4,291-68.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |