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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 | $97,560 | $155,795-37.4% | $136,298-28.4% | $69,631+40.1% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.0pp | 70.7%-7.8pp |
| Annual return | 24.14% | 232464.33%-232440.2pp | 5156.27%-5132.1pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $3,241 | $2,991+8.4% | $4,696-31.0% | $2,032+59.5% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |