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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 | $45,084 | $41,016+9.9% | $152,093-70.4% | $64,097-29.7% |
| Participation rate | 66.7% | 51.3%+15.3pp | 77.8%-11.1pp | 55.2%+11.5pp |
| Annual return | 19.52% | 39.60%-20.1pp | 66.36%-46.8pp | 34.64%-15.1pp |
| Employer contribution / active EE | $1,974 | $1,342+47.1% | $4,175-52.7% | $1,891+4.4% |
| Participant deferral / active EE | $3,237 | $1,927+67.9% | $5,451-40.6% | $3,080+5.1% |
| Admin fee / account holder | $25 | $2,305-98.9% | $14,497-99.8% | $3,454-99.3% |