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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 | $43,098 | $56,540-23.8% | $185,849-76.8% | $86,821-50.4% |
| Participation rate | 58.6% | 65.5%-6.9pp | 81.7%-23.1pp | 72.3%-13.7pp |
| Annual return | 23.01% | 118.20%-95.2pp | 122.10%-99.1pp | 97.94%-74.9pp |
| Employer contribution / active EE | $1,096 | $1,844-40.6% | $5,169-78.8% | $2,406-54.4% |
| Participant deferral / active EE | $1,470 | $2,555-42.5% | $5,569-73.6% | $4,132-64.4% |
| Admin fee / account holder | $7 | $150-95.1% | $16,244-100.0% | $170-95.7% |