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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 | $55,566 | $101,591-45.3% | $147,096-62.2% | $74,429-25.3% |
| Participation rate | 56.6% | 75.5%-19.0pp | 82.2%-25.6pp | 67.2%-10.7pp |
| Annual return | 15.00% | 8746.45%-8731.5pp | 419.75%-404.8pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $2,106 | $3,813-44.8% | $4,936-57.3% | $2,625-19.8% |
| Participant deferral / active EE | $3,469 | $7,302-52.5% | $8,071-57.0% | $4,348-20.2% |
| Admin fee / account holder | $35 | $1,750-98.0% | $13,005-99.7% | $1,944-98.2% |