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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 | $51,976 | $45,022+15.4% | $85,126-38.9% | $77,714-33.1% |
| Participation rate | 69.9% | 48.7%+21.2pp | 67.5%+2.3pp | 70.6%-0.7pp |
| Annual return | 15.63% | 79.38%-63.8pp | 66.63%-51.0pp | 31.26%-15.6pp |
| Employer contribution / active EE | $17,096 | $1,610+961.9% | $2,731+525.9% | $2,727+527.0% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $913-100.0% | $6,160-100.0% | $433-100.0% |