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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 | $146,025 | $75,388+93.7% | $123,553+18.2% | $55,725+162.0% |
| Participation rate | 52.7% | 75.7%-22.9pp | 82.3%-29.6pp | 70.9%-18.1pp |
| Annual return | 8.14% | 4.48%+3.7pp | 119.21%-111.1pp | 244.93%-236.8pp |
| Employer contribution / active EE | $1,794 | $3,063-41.4% | $4,628-61.2% | $2,078-13.7% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |