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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 | $49,471-100.0% | $79,583-100.0% | $66,949-100.0% |
| Participation rate | 0.0% | 61.4%-61.4pp | 69.5%-69.5pp | 69.8%-69.8pp |
| Annual return | -3.14% | 84.30%-87.4pp | 0.16%-3.3pp | 1.57%-4.7pp |
| Employer contribution / active EE | $1,129 | $1,266-10.8% | $2,414-53.2% | $2,545-55.6% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |