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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 | $103,918 | $86,791+19.7% | $115,038-9.7% | $59,188+75.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 81.4%-21.4pp | 69.4%-9.4pp |
| Annual return | 9.16% | 4.44%+4.7pp | 26.14%-17.0pp | 5.51%+3.7pp |
| Employer contribution / active EE | $2,712 | $2,950-8.1% | $4,608-41.1% | $2,098+29.3% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |