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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 | $81,276-100.0% | $155,574-100.0% | $80,925-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 12.57% | 33.36%-20.8pp | 64.87%-52.3pp | 35.65%-23.1pp |
| Employer contribution / active EE | $5,467 | $3,103+76.2% | $4,676+16.9% | $2,756+98.3% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |