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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 | $60,954 | $102,766-40.7% | $116,096-47.5% | $102,766-40.7% |
| Participation rate | 50.3% | 81.3%-31.0pp | 73.3%-23.0pp | 81.3%-31.0pp |
| Annual return | 14.84% | 11.51%+3.3pp | 326.25%-311.4pp | 11.51%+3.3pp |
| Employer contribution / active EE | $1,053 | $4,175-74.8% | $2,503-57.9% | $4,175-74.8% |
| Participant deferral / active EE | $1,902 | $4,807-60.4% | $3,952-51.9% | $4,807-60.4% |
| Admin fee / account holder | $0 | $68-100.0% | $7,704-100.0% | $68-100.0% |