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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 | $49,435 | $65,960-25.1% | $81,844-39.6% | $77,736-36.4% |
| Participation rate | 41.1% | 65.8%-24.6pp | 72.4%-31.2pp | 70.6%-29.5pp |
| Annual return | 20.03% | 26.64%-6.6pp | 778.87%-758.8pp | 31.26%-11.2pp |
| Employer contribution / active EE | $1,038 | $2,375-56.3% | $2,916-64.4% | $2,728-61.9% |
| Participant deferral / active EE | $1,699 | $3,505-51.5% | $4,323-60.7% | $4,651-63.5% |
| Admin fee / account holder | $256 | $526-51.5% | $7,355-96.5% | $433-41.0% |