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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 | $84,940-100.0% | $111,306-100.0% | $79,389-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 77.3%-77.3pp | 70.7%-70.7pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.67%-54.7pp | 116.89%-116.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $626-100.0% |