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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 | $32,902 | $53,165-38.1% | $86,216-61.8% | $74,460-55.8% |
| Participation rate | 32.4% | 64.9%-32.5pp | 69.0%-36.6pp | 70.7%-38.4pp |
| Annual return | 22.12% | 22.64%-0.5pp | 1169.42%-1147.3pp | 34.38%-12.3pp |
| Employer contribution / active EE | $866 | $1,210-28.5% | $2,382-63.7% | $2,638-67.2% |
| Participant deferral / active EE | $1,576 | $3,234-51.3% | $3,986-60.5% | $4,530-65.2% |
| Admin fee / account holder | $3 | $551-99.4% | $6,853-100.0% | $348-99.0% |