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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 | $69,040 | $52,507+31.5% | $129,406-46.6% | $74,478-7.3% |
| Participation rate | 41.8% | 53.9%-12.1pp | 69.6%-27.9pp | 67.2%-25.4pp |
| Annual return | 12.29% | 15.64%-3.3pp | 9468.18%-9455.9pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,468 | $2,801-11.9% | $4,167-40.8% | $4,350-43.3% |
| Admin fee / account holder | $2 | $2,639-99.9% | $7,689-100.0% | $1,946-99.9% |