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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 | $235,392 | $84,499+178.6% | $125,391+87.7% | $66,949+251.6% |
| Participation rate | 56.3% | 76.4%-20.1pp | 82.4%-26.1pp | 69.8%-13.5pp |
| Annual return | 6.04% | -8.49%+14.5pp | 572.41%-566.4pp | 1.57%+4.5pp |
| Employer contribution / active EE | $2,268 | $3,554-36.2% | $4,816-52.9% | $2,545-10.9% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |