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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 | $107,531 | $69,708+54.3% | $67,560+59.2% | $74,478+44.4% |
| Participation rate | 55.6% | 71.4%-15.9pp | 72.9%-17.4pp | 67.2%-11.7pp |
| Annual return | 14.12% | -40.67%+54.8pp | 3533.50%-3519.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $653 | $2,715-75.9% | $2,737-76.1% | $2,626-75.1% |
| Participant deferral / active EE | $2,673 | $3,637-26.5% | $4,004-33.2% | $4,350-38.6% |
| Admin fee / account holder | $40 | $887-95.5% | $3,994-99.0% | $1,946-97.9% |