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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 | $88,090 | $42,910+105.3% | $60,919+44.6% | $68,490+28.6% |
| Participation rate | 67.2% | 66.8%+0.4pp | 73.1%-5.9pp | 67.9%-0.7pp |
| Annual return | -11.27% | -13.99%+2.7pp | 16.96%-28.2pp | -7.85%-3.4pp |
| Employer contribution / active EE | $4,023 | $1,978+103.3% | $2,704+48.8% | $2,597+54.9% |
| Participant deferral / active EE | $1,070 | $2,866-62.7% | $3,814-72.0% | $4,028-73.4% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |