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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 | $195,209 | $119,626+63.2% | $147,096+32.7% | $99,269+96.6% |
| Participation rate | 40.5% | 73.4%-33.0pp | 82.2%-41.7pp | 71.7%-31.2pp |
| Annual return | 14.43% | 28.81%-14.4pp | 419.75%-405.3pp | 17.66%-3.2pp |
| Employer contribution / active EE | $1,338 | $4,152-67.8% | $4,936-72.9% | $3,265-59.0% |
| Participant deferral / active EE | $3,468 | $7,997-56.6% | $8,071-57.0% | $5,344-35.1% |
| Admin fee / account holder | $0 | $150-100.0% | $13,005-100.0% | $109-100.0% |