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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 | $55,470+7.2% | $155,556-61.8% | $74,478-20.1% |
| Participation rate | 34.1% | 61.9%-27.8pp | 78.2%-44.1pp | 67.2%-33.1pp |
| Annual return | 14.00% | 269.80%-255.8pp | 64.84%-50.8pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,450 | $2,838-48.9% | $5,631-74.3% | $4,350-66.7% |
| Admin fee / account holder | $0 | $1,744-100.0% | $15,885-100.0% | $1,946-100.0% |