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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 | $83,117 | $40,435+105.6% | $80,648+3.1% | $74,473+11.6% |
| Participation rate | 53.7% | 47.4%+6.4pp | 67.0%-13.3pp | 70.7%-17.0pp |
| Annual return | 842.67% | 165.22%+677.4pp | 937.21%-94.5pp | 34.36%+808.3pp |
| Employer contribution / active EE | $13,659 | $1,498+812.0% | $2,724+401.5% | $2,638+417.7% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $721-100.0% | $5,382-100.0% | $347-100.0% |