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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 | $0 | $66,319-100.0% | $93,621-100.0% | $65,186-100.0% |
| Participation rate | 0.0% | 74.0%-74.0pp | 75.8%-75.8pp | 70.2%-70.2pp |
| Annual return | 0.00% | 42.59%-42.6pp | 32.76%-32.8pp | 29.39%-29.4pp |
| Employer contribution / active EE | $0 | $2,013-100.0% | $2,719-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,070-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $6,900-100.0% | $7,890-100.0% | $847-100.0% |