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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 | $120,321+62.2% | $147,117+32.7% | $99,313+96.6% |
| Participation rate | 40.5% | 73.4%-32.9pp | 82.2%-41.7pp | 71.7%-31.2pp |
| Annual return | 14.43% | 28.95%-14.5pp | 420.54%-406.1pp | 17.67%-3.2pp |
| Employer contribution / active EE | $1,338 | $4,158-67.8% | $4,932-72.9% | $3,264-59.0% |
| Participant deferral / active EE | $3,468 | $8,044-56.9% | $8,065-57.0% | $5,346-35.1% |
| Admin fee / account holder | $0 | $150-100.0% | $12,993-100.0% | $109-100.0% |