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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 | $114,556 | $65,582+74.7% | $64,101+78.7% | $71,511+60.2% |
| Participation rate | 61.4% | 73.2%-11.8pp | 72.3%-10.9pp | 67.9%-6.5pp |
| Annual return | 14.85% | 18.96%-4.1pp | 33.72%-18.9pp | 28.86%-14.0pp |
| Employer contribution / active EE | $3,680 | $2,671+37.8% | $2,749+33.9% | $2,589+42.1% |
| Participant deferral / active EE | $3,269 | $3,628-9.9% | $3,881-15.8% | $4,291-23.8% |
| Admin fee / account holder | $207 | $616-66.5% | $3,070-93.3% | $1,588-87.0% |