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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 | $33,500 | $53,774-37.7% | $134,162-75.0% | $79,852-58.0% |
| Participation rate | 51.6% | 58.8%-7.1pp | 72.2%-20.5pp | 69.6%-18.0pp |
| Annual return | 42.90% | 19.01%+23.9pp | 36.35%+6.6pp | 31.72%+11.2pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,436 | $2,420+42.0% | $3,500-1.8% | $3,740-8.1% |
| Admin fee / account holder | $67 | $3,985-98.3% | $6,685-99.0% | $5,306-98.7% |