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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 | $80,138-100.0% | $130,231-100.0% | $71,511-100.0% |
| Participation rate | 0.0% | 71.0%-71.0pp | 76.3%-76.3pp | 67.9%-67.9pp |
| Annual return | 21.86% | 16.81%+5.1pp | 38.86%-17.0pp | 28.86%-7.0pp |
| Employer contribution / active EE | $9,966 | $2,834+251.6% | $4,126+141.6% | $2,589+284.9% |
| Participant deferral / active EE | $0 | $4,641-100.0% | $6,799-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,035-100.0% | $6,020-100.0% | $1,588-100.0% |