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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 | $93,523 | $54,193+72.6% | $93,654-0.1% | $77,671+20.4% |
| Participation rate | 51.0% | 63.9%-12.9pp | 68.7%-17.7pp | 70.6%-19.5pp |
| Annual return | 14.80% | 30.54%-15.7pp | 133.34%-118.5pp | 31.21%-16.4pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,421-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $5,137 | $3,144+63.4% | $4,413+16.4% | $4,648+10.5% |
| Admin fee / account holder | $14 | $576-97.6% | $8,282-99.8% | $430-96.7% |