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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 | $90,004 | $42,546+111.5% | $71,796+25.4% | $55,167+63.1% |
| Participation rate | 35.0% | 59.1%-24.1pp | 69.1%-34.1pp | 69.0%-34.0pp |
| Annual return | 8.59% | 12.36%-3.8pp | 78.04%-69.5pp | 169.23%-160.6pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,412 | $2,064+16.9% | $2,794-13.7% | $3,054-21.0% |
| Admin fee / account holder | $6 | $650-99.0% | $4,815-99.9% | $504-98.8% |