Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $308,850-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 1.9%-1.9pp |
| Annual return | 17.60% | 12.03%+5.6pp | 14.41%+3.2pp | 23.90%-6.3pp |
| Employer contribution / active EE | $0 | $30,615-100.0% | $45,283-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $3,459 | $1,355+155.3% | $125+2664.6% | $350+886.9% |
| Admin fee / account holder | $0 | $18,975-100.0% | $9,941-100.0% | $18,975-100.0% |