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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 | $109,727 | $60,989+79.9% | $60,906+80.2% | $66,938+63.9% |
| Participation rate | 63.5% | 74.5%-11.0pp | 73.1%-9.6pp | 69.8%-6.4pp |
| Annual return | -15.43% | -9.60%-5.8pp | 16.94%-32.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $3,501 | $2,661+31.6% | $2,703+29.5% | $2,545+37.6% |
| Participant deferral / active EE | $3,123 | $3,615-13.6% | $3,814-18.1% | $4,238-26.3% |
| Admin fee / account holder | $195 | $338-42.4% | $3,227-94.0% | $594-67.1% |