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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 | $56,171-100.0% | $108,745-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 70.7%-70.7pp | 77.7%-77.7pp | 69.0%-69.0pp |
| Annual return | 0.00% | 214.86%-214.9pp | 46.22%-46.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $14,589 | $2,153+577.6% | $3,323+339.0% | $1,963+643.4% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $302-100.0% | $6,144-100.0% | $504-100.0% |