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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 | $37,619 | $50,956-26.2% | $96,572-61.0% | $86,821-56.7% |
| Participation rate | 0.0% | 65.2%-65.2pp | 69.8%-69.8pp | 72.3%-72.3pp |
| Annual return | 0.00% | 21.27%-21.3pp | 37.79%-37.8pp | 97.94%-97.9pp |
| Employer contribution / active EE | $8,621 | $1,111+676.2% | $2,357+265.7% | $2,406+258.3% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,850-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,183-100.0% | $170-100.0% |