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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 | $27,205 | $63,433-57.1% | $63,803-57.4% | $64,097-57.6% |
| Participation rate | 64.4% | 65.0%-0.6pp | 72.7%-8.3pp | 55.2%+9.2pp |
| Annual return | 19.13% | 20.74%-1.6pp | 543.72%-524.6pp | 34.64%-15.5pp |
| Employer contribution / active EE | $1,120 | $2,332-52.0% | $2,532-55.8% | $1,891-40.8% |
| Participant deferral / active EE | $1,443 | $3,119-53.7% | $3,843-62.5% | $3,080-53.2% |
| Admin fee / account holder | $70 | $1,489-95.3% | $5,196-98.7% | $3,454-98.0% |