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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 | $63,768-100.0% | $98,506-100.0% | $79,389-100.0% |
| Participation rate | 0.0% | 69.9%-69.9pp | 73.3%-73.3pp | 70.7%-70.7pp |
| Annual return | 0.00% | 626.18%-626.2pp | 1494.92%-1494.9pp | 116.89%-116.9pp |
| Employer contribution / active EE | $12,821 | $2,558+401.3% | $2,961+332.9% | $2,428+428.1% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,955-100.0% | $626-100.0% |