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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 | $69,774+54.1% | $67,561+59.2% | $74,429+44.5% |
| Participation rate | 55.6% | 71.4%-15.8pp | 72.9%-17.3pp | 67.2%-11.7pp |
| Annual return | 14.12% | -40.53%+54.6pp | 3525.44%-3511.3pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $653 | $2,710-75.9% | $2,735-76.1% | $2,625-75.1% |
| Participant deferral / active EE | $2,673 | $3,636-26.5% | $4,003-33.2% | $4,348-38.5% |
| Admin fee / account holder | $40 | $890-95.5% | $4,006-99.0% | $1,944-97.9% |