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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 | $41,868 | $55,437-24.5% | $155,534-73.1% | $74,459-43.8% |
| Participation rate | 69.1% | 61.9%+7.2pp | 78.2%-9.1pp | 67.2%+1.9pp |
| Annual return | 16.55% | 269.58%-253.0pp | 64.92%-48.4pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $2,019 | $2,266-10.9% | $4,675-56.8% | $2,626-23.1% |
| Participant deferral / active EE | $3,664 | $2,837+29.1% | $5,630-34.9% | $4,350-15.8% |
| Admin fee / account holder | $28 | $1,742-98.4% | $15,900-99.8% | $1,945-98.6% |