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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 | $57,039 | $88,117-35.3% | $164,928-65.4% | $74,400-23.3% |
| Participation rate | 54.7% | 73.1%-18.4pp | 78.6%-23.9pp | 67.2%-12.5pp |
| Annual return | 20.87% | 17.27%+3.6pp | 70.08%-49.2pp | 1367.51%-1346.6pp |
| Employer contribution / active EE | $2,308 | $2,596-11.1% | $4,343-46.9% | $2,624-12.0% |
| Participant deferral / active EE | $4,713 | $4,501+4.7% | $6,034-21.9% | $4,348+8.4% |
| Admin fee / account holder | $18 | $2,230-99.2% | $12,684-99.9% | $1,944-99.1% |