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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 | $48,284+175.5% | $67,524+97.0% | $80,911+64.4% |
| Participation rate | 59.2% | 66.4%-7.2pp | 72.9%-13.7pp | 67.6%-8.5pp |
| Annual return | 14.22% | 18.27%-4.1pp | 3519.41%-3505.2pp | 35.63%-21.4pp |
| Employer contribution / active EE | $3,980 | $2,021+96.9% | $2,734+45.6% | $2,756+44.4% |
| Participant deferral / active EE | $3,447 | $2,927+17.8% | $4,001-13.9% | $4,297-19.8% |
| Admin fee / account holder | $256 | $3,688-93.1% | $4,001-93.6% | $6,935-96.3% |