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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 | $82,819 | $155,795-46.8% | $136,298-39.2% | $69,631+18.9% |
| Participation rate | 27.6% | 75.2%-47.6pp | 81.9%-54.3pp | 70.7%-43.1pp |
| Annual return | 17.65% | 232464.33%-232446.7pp | 5156.27%-5138.6pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,708 | $2,991-42.9% | $4,696-63.6% | $2,032-16.0% |
| Participant deferral / active EE | $2,883 | $5,394-46.5% | $6,247-53.9% | $3,224-10.6% |
| Admin fee / account holder | $202 | $128+57.7% | $9,244-97.8% | $110+83.1% |