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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 | $147,477 | $71,523+106.2% | $98,461+49.8% | $71,511+106.2% |
| Participation rate | 65.6% | 72.7%-7.1pp | 75.2%-9.6pp | 67.9%-2.4pp |
| Annual return | 26.42% | 32.43%-6.0pp | 21.17%+5.2pp | 28.86%-2.4pp |
| Employer contribution / active EE | $1,117 | $2,399-53.5% | $3,049-63.4% | $2,589-56.9% |
| Participant deferral / active EE | $3,918 | $4,109-4.6% | $4,738-17.3% | $4,291-8.7% |
| Admin fee / account holder | $57 | $1,676-96.6% | $8,961-99.4% | $1,588-96.4% |