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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 | $106,230+103.1% | $147,080+46.7% | $77,736+177.6% |
| Participation rate | 50.7% | 78.4%-27.7pp | 82.2%-31.5pp | 70.6%-19.9pp |
| Annual return | 14.73% | 56.91%-42.2pp | 420.17%-405.4pp | 31.26%-16.5pp |
| Employer contribution / active EE | $1,746 | $4,072-57.1% | $4,933-64.6% | $2,728-36.0% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |