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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 | $56,775 | $55,446+2.4% | $155,574-63.5% | $74,429-23.7% |
| Participation rate | 30.5% | 61.9%-31.5pp | 78.2%-47.8pp | 67.2%-36.8pp |
| Annual return | 12.65% | 269.20%-256.5pp | 64.87%-52.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $372 | $2,266-83.6% | $4,676-92.0% | $2,625-85.8% |
| Participant deferral / active EE | $2,328 | $2,836-17.9% | $5,629-58.6% | $4,348-46.5% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,914-99.9% | $1,944-99.5% |