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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 | $48,314+175.4% | $67,561+96.9% | $80,925+64.4% |
| Participation rate | 59.2% | 66.4%-7.2pp | 72.9%-13.7pp | 67.7%-8.5pp |
| Annual return | 14.22% | 18.28%-4.1pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $3,980 | $2,022+96.9% | $2,735+45.5% | $2,756+44.4% |
| Participant deferral / active EE | $3,447 | $2,927+17.8% | $4,003-13.9% | $4,299-19.8% |
| Admin fee / account holder | $256 | $3,690-93.1% | $4,006-93.6% | $6,940-96.3% |