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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 | $87,571 | $82,972+5.5% | $103,374-15.3% | $77,671+12.7% |
| Participation rate | 67.8% | 71.5%-3.8pp | 74.5%-6.7pp | 70.6%-2.8pp |
| Annual return | 62.09% | 19.14%+42.9pp | 24.89%+37.2pp | 31.21%+30.9pp |
| Employer contribution / active EE | $14,140 | $3,554+297.9% | $3,869+265.5% | $2,726+418.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $5 | $639-99.2% | $8,394-99.9% | $430-98.9% |