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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 | $59,474 | $55,472+7.2% | $155,567-61.8% | $74,546-20.2% |
| Participation rate | 34.1% | 61.9%-27.8pp | 78.2%-44.0pp | 67.2%-33.1pp |
| Annual return | 14.00% | 268.72%-254.7pp | 64.74%-50.7pp | 1366.03%-1352.0pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,450 | $2,838-48.9% | $5,628-74.2% | $4,347-66.7% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,916-100.0% | $1,944-100.0% |