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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 | $55,472+2.3% | $155,567-63.5% | $74,546-23.8% |
| Participation rate | 30.5% | 61.9%-31.5pp | 78.2%-47.7pp | 67.2%-36.8pp |
| Annual return | 12.65% | 268.72%-256.1pp | 64.74%-52.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $372 | $2,269-83.6% | $4,674-92.0% | $2,624-85.8% |
| Participant deferral / active EE | $2,328 | $2,838-18.0% | $5,628-58.6% | $4,347-46.5% |
| Admin fee / account holder | $11 | $1,743-99.4% | $15,916-99.9% | $1,944-99.5% |