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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 | $93,551 | $84,936+10.1% | $111,308-16.0% | $79,391+17.8% |
| Participation rate | 65.6% | 75.9%-10.3pp | 77.3%-11.7pp | 70.7%-5.1pp |
| Annual return | 40.16% | 17.45%+22.7pp | 54.67%-14.5pp | 116.88%-76.7pp |
| Employer contribution / active EE | $1,936 | $1,979-2.2% | $2,732-29.1% | $2,428-20.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |