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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 | $75,153 | $79,209-5.1% | $102,434-26.6% | $74,459+0.9% |
| Participation rate | 57.0% | 74.8%-17.8pp | 76.5%-19.5pp | 67.2%-10.3pp |
| Annual return | 22.04% | 54.98%-32.9pp | 29.46%-7.4pp | 1369.70%-1347.7pp |
| Employer contribution / active EE | $1,275 | $2,362-46.0% | $3,023-57.8% | $2,626-51.4% |
| Participant deferral / active EE | $2,461 | $4,417-44.3% | $5,055-51.3% | $4,350-43.4% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |