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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 | $215,768 | $106,264+103.0% | $147,117+46.7% | $77,762+177.5% |
| Participation rate | 50.7% | 78.4%-27.7pp | 82.2%-31.5pp | 70.6%-19.9pp |
| Annual return | 14.73% | 56.94%-42.2pp | 420.54%-405.8pp | 31.27%-16.5pp |
| Employer contribution / active EE | $1,746 | $4,074-57.1% | $4,932-64.6% | $2,728-36.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |