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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 | $122,184 | $55,423+120.5% | $155,602-21.5% | $74,400+64.2% |
| Participation rate | 48.4% | 61.9%-13.5pp | 78.2%-29.8pp | 67.2%-18.8pp |
| Annual return | 13.22% | 269.07%-255.8pp | 64.81%-51.6pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $3,024 | $2,266+33.5% | $4,675-35.3% | $2,624+15.2% |
| Participant deferral / active EE | $3,104 | $2,835+9.5% | $5,629-44.9% | $4,348-28.6% |
| Admin fee / account holder | $163 | $1,744-90.6% | $15,923-99.0% | $1,944-91.6% |