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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 | $133,038 | $48,277+175.6% | $67,511+97.1% | $80,874+64.5% |
| Participation rate | 59.2% | 66.4%-7.2pp | 72.9%-13.7pp | 67.6%-8.5pp |
| Annual return | 14.22% | 18.27%-4.0pp | 3517.41%-3503.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $3,980 | $2,021+96.9% | $2,733+45.7% | $2,756+44.4% |
| Participant deferral / active EE | $3,447 | $2,926+17.8% | $4,000-13.8% | $4,297-19.8% |
| Admin fee / account holder | $256 | $3,687-93.1% | $3,999-93.6% | $6,935-96.3% |