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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 | $38,390 | $69,383-44.7% | $101,275-62.1% | $73,497-47.8% |
| Participation rate | 48.0% | 68.4%-20.4pp | 75.8%-27.8pp | 70.7%-22.7pp |
| Annual return | 81.93% | 18.46%+63.5pp | 46.48%+35.5pp | 28.51%+53.4pp |
| Employer contribution / active EE | $5,855 | $2,628+122.8% | $3,660+60.0% | $2,270+157.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |