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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 | $98,150 | $76,696+28.0% | $96,538+1.7% | $71,529+37.2% |
| Participation rate | 67.7% | 66.6%+1.2pp | 74.3%-6.6pp | 67.9%-0.2pp |
| Annual return | 33.28% | 48.32%-15.0pp | 35.74%-2.5pp | 28.97%+4.3pp |
| Employer contribution / active EE | $8,065 | $3,032+166.0% | $3,740+115.6% | $2,590+211.4% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |