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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 | $95,624 | $88,324+8.3% | $115,038-16.9% | $55,191+73.3% |
| Participation rate | 50.2% | 72.5%-22.4pp | 81.4%-31.2pp | 69.2%-19.0pp |
| Annual return | 7.03% | 6.30%+0.7pp | 26.14%-19.1pp | 10.78%-3.7pp |
| Employer contribution / active EE | $1,059 | $2,805-62.2% | $4,608-77.0% | $1,899-44.2% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |