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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 | $108,605 | $65,582+65.6% | $64,097+69.4% | $71,529+51.8% |
| Participation rate | 58.8% | 73.2%-14.4pp | 72.3%-13.5pp | 67.9%-9.1pp |
| Annual return | 13.29% | 18.96%-5.7pp | 33.75%-20.5pp | 28.97%-15.7pp |
| Employer contribution / active EE | $2,060 | $2,671-22.9% | $2,750-25.1% | $2,590-20.5% |
| Participant deferral / active EE | $2,082 | $3,628-42.6% | $3,881-46.4% | $4,291-51.5% |
| Admin fee / account holder | $270 | $616-56.2% | $3,070-91.2% | $1,588-83.0% |