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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 | $51,512 | $44,206+16.5% | $94,057-45.2% | $64,728-20.4% |
| Participation rate | 35.6% | 51.0%-15.4pp | 73.3%-37.8pp | 57.9%-22.3pp |
| Annual return | 12.47% | 259.42%-246.9pp | 480.62%-468.1pp | 49.38%-36.9pp |
| Employer contribution / active EE | $566 | $1,635-65.4% | $2,933-80.7% | $2,243-74.7% |
| Participant deferral / active EE | $1,623 | $1,902-14.7% | $4,709-65.5% | $2,729-40.5% |
| Admin fee / account holder | $61 | $1,230-95.0% | $7,244-99.2% | $1,145-94.7% |