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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 | $69,159-100.0% | $125,192-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 78.2%-78.2pp | 79.8%-79.8pp | 71.3%-71.3pp |
| Annual return | 0.00% | 27.12%-27.1pp | 43.79%-43.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,866-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,704-100.0% | $142-100.0% |