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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 | $22,276 | $46,100-51.7% | $86,582-74.3% | $69,631-68.0% |
| Participation rate | 64.5% | 67.2%-2.6pp | 73.5%-9.0pp | 70.7%-6.1pp |
| Annual return | 16.26% | 21.02%-4.8pp | 965.08%-948.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $972 | $1,850-47.4% | $2,839-65.8% | $2,032-52.1% |
| Participant deferral / active EE | $1,716 | $2,432-29.4% | $3,609-52.4% | $3,224-46.8% |
| Admin fee / account holder | $11 | $94-88.7% | $4,904-99.8% | $110-90.4% |