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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 | $0 | $247,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 0.0%0pp |
| Annual return | 6.76% | 33.11%-26.4pp | 32.33%-25.6pp | 33.11%-26.4pp |
| Employer contribution / active EE | $8,103 | $9,000-10.0% | $33,964-76.1% | $9,000-10.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |