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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 | $137,199 | $93,773+46.3% | $125,401+9.4% | $78,104+75.7% |
| Participation rate | 43.0% | 75.6%-32.5pp | 82.4%-39.4pp | 74.5%-31.5pp |
| Annual return | -15.76% | 277.78%-293.5pp | 572.53%-588.3pp | 10.90%-26.7pp |
| Employer contribution / active EE | $918 | $3,678-75.0% | $4,816-80.9% | $3,128-70.6% |
| Participant deferral / active EE | $2,285 | $6,971-67.2% | $7,448-69.3% | $5,089-55.1% |
| Admin fee / account holder | $0 | $67-100.0% | $10,008-100.0% | $79-100.0% |