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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 | $72,303-100.0% | $86,698-100.0% | $64,824-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 76.6%-76.6pp | 71.5%-71.5pp |
| Annual return | 0.00% | 392.77%-392.8pp | 35.96%-36.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,630 | $2,393-31.9% | $2,837-42.5% | $2,507-35.0% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,492-100.0% | $188-100.0% |