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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 | $65,223-100.0% | $80,022-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 80.6%-80.6pp | 75.8%-75.8pp | 70.9%-70.9pp |
| Annual return | 9.90% | 7.59%+2.3pp | 11.22%-1.3pp | 244.93%-235.0pp |
| Employer contribution / active EE | $2,031 | $2,544-20.2% | $2,468-17.7% | $2,078-2.3% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |