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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 | $101,539-45.3% | $147,041-62.2% | $74,400-25.3% |
| Participation rate | 56.6% | 75.5%-19.0pp | 82.2%-25.6pp | 67.2%-10.7pp |
| Annual return | 15.00% | 8740.84%-8725.8pp | 419.21%-404.2pp | 1367.51%-1352.5pp |
| Employer contribution / active EE | $2,106 | $3,811-44.7% | $4,935-57.3% | $2,624-19.7% |
| Participant deferral / active EE | $3,469 | $7,304-52.5% | $8,071-57.0% | $4,348-20.2% |
| Admin fee / account holder | $35 | $1,749-98.0% | $13,006-99.7% | $1,944-98.2% |