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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 | $62,249 | $55,446+12.3% | $155,574-60.0% | $74,429-16.4% |
| Participation rate | 62.4% | 61.9%+0.5pp | 78.2%-15.8pp | 67.2%-4.8pp |
| Annual return | 13.07% | 269.20%-256.1pp | 64.87%-51.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $3,301 | $2,266+45.7% | $4,676-29.4% | $2,625+25.8% |
| Participant deferral / active EE | $3,317 | $2,836+17.0% | $5,629-41.1% | $4,348-23.7% |
| Admin fee / account holder | $11 | $1,743-99.3% | $15,914-99.9% | $1,944-99.4% |