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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 | $63,056 | $41,317+52.6% | $85,969-26.7% | $55,191+14.2% |
| Participation rate | 60.9% | 54.5%+6.5pp | 76.5%-15.6pp | 69.2%-8.2pp |
| Annual return | 102.46% | 3.93%+98.5pp | 9.32%+93.1pp | 10.78%+91.7pp |
| Employer contribution / active EE | $1,747 | $1,198+45.9% | $3,474-49.7% | $1,899-8.0% |
| Participant deferral / active EE | $1,791 | $1,914-6.4% | $3,829-53.2% | $3,046-41.2% |
| Admin fee / account holder | $19 | $97-80.8% | $6,053-99.7% | $91-79.5% |