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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 | $51,172 | $61,166-16.3% | $185,849-72.5% | $79,391-35.5% |
| Participation rate | 56.2% | 66.6%-10.4pp | 81.7%-25.5pp | 70.7%-14.5pp |
| Annual return | 16.26% | 19.45%-3.2pp | 122.10%-105.8pp | 116.88%-100.6pp |
| Employer contribution / active EE | $912 | $2,321-60.7% | $5,169-82.4% | $2,428-62.5% |
| Participant deferral / active EE | $1,814 | $2,789-34.9% | $5,569-67.4% | $4,046-55.2% |
| Admin fee / account holder | $14 | $710-98.1% | $16,244-99.9% | $627-97.8% |