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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 | $199,663 | $63,924+212.3% | $108,582+83.9% | $55,167+261.9% |
| Participation rate | 27.9% | 74.3%-46.5pp | 79.6%-51.7pp | 69.0%-41.1pp |
| Annual return | 25.66% | 15.31%+10.4pp | -51.70%+77.4pp | 169.23%-143.6pp |
| Employer contribution / active EE | $10,768 | $1,879+473.0% | $3,758+186.5% | $1,963+448.6% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $11 | $618-98.2% | $7,645-99.9% | $504-97.8% |