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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 | $44,398+16.0% | $103,693-50.3% | $65,191-21.0% |
| Participation rate | 35.6% | 54.3%-18.7pp | 72.6%-37.1pp | 63.0%-27.4pp |
| Annual return | 12.47% | 325.62%-313.1pp | 47.61%-35.1pp | 51.24%-38.8pp |
| Employer contribution / active EE | $566 | $1,702-66.7% | $2,920-80.6% | $2,400-76.4% |
| Participant deferral / active EE | $1,623 | $1,797-9.7% | $4,579-64.6% | $2,671-39.2% |
| Admin fee / account holder | $61 | $856-92.9% | $7,858-99.2% | $907-93.3% |