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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 | $48,337+175.2% | $67,560+96.9% | $80,959+64.3% |
| Participation rate | 59.2% | 66.4%-7.2pp | 72.9%-13.7pp | 67.7%-8.5pp |
| Annual return | 14.22% | 18.26%-4.0pp | 3533.50%-3519.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $3,980 | $2,023+96.8% | $2,737+45.4% | $2,757+44.4% |
| Participant deferral / active EE | $3,447 | $2,928+17.7% | $4,004-13.9% | $4,300-19.8% |
| Admin fee / account holder | $256 | $3,695-93.1% | $3,994-93.6% | $6,925-96.3% |