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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 | $44,540 | $61,391-27.4% | $149,723-70.3% | $71,529-37.7% |
| Participation rate | 58.6% | 62.5%-3.9pp | 78.8%-20.2pp | 67.9%-9.3pp |
| Annual return | 20.23% | 35.88%-15.6pp | 134.50%-114.3pp | 28.97%-8.7pp |
| Employer contribution / active EE | $958 | $2,384-59.8% | $4,821-80.1% | $2,590-63.0% |
| Participant deferral / active EE | $1,837 | $2,921-37.1% | $5,682-67.7% | $4,291-57.2% |
| Admin fee / account holder | $11 | $1,264-99.2% | $13,215-99.9% | $1,588-99.3% |