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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 | $129,679 | $155,795-16.8% | $136,298-4.9% | $69,631+86.2% |
| Participation rate | 48.4% | 75.2%-26.8pp | 81.9%-33.5pp | 70.7%-22.3pp |
| Annual return | 20.70% | 232464.33%-232443.6pp | 5156.27%-5135.6pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $1,393 | $2,991-53.4% | $4,696-70.3% | $2,032-31.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |