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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 | $55,446+7.3% | $155,574-61.8% | $74,429-20.1% |
| Participation rate | 34.1% | 61.9%-27.8pp | 78.2%-44.1pp | 67.2%-33.1pp |
| Annual return | 14.00% | 269.20%-255.2pp | 64.87%-50.9pp | 1368.38%-1354.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,450 | $2,836-48.9% | $5,629-74.2% | $4,348-66.7% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |