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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 | $147,510 | $95,388+54.6% | $125,401+17.6% | $77,906+89.3% |
| Participation rate | 62.3% | 78.6%-16.3pp | 82.4%-20.1pp | 73.7%-11.4pp |
| Annual return | 0.26% | 116.19%-115.9pp | 572.53%-572.3pp | 12.16%-11.9pp |
| Employer contribution / active EE | $5,462 | $3,666+49.0% | $4,816+13.4% | $2,846+91.9% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $119-100.0% | $10,008-100.0% | $133-100.0% |