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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 | $65,946-25.0% | $81,783-39.6% | $77,671-36.4% |
| Participation rate | 41.1% | 65.8%-24.7pp | 72.4%-31.2pp | 70.6%-29.4pp |
| Annual return | 20.03% | 26.65%-6.6pp | 775.05%-755.0pp | 31.21%-11.2pp |
| Employer contribution / active EE | $1,038 | $2,371-56.2% | $2,913-64.4% | $2,726-61.9% |
| Participant deferral / active EE | $1,699 | $3,507-51.5% | $4,320-60.7% | $4,648-63.4% |
| Admin fee / account holder | $256 | $527-51.5% | $7,380-96.5% | $430-40.6% |