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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 | $35,485-100.0% | $74,551-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 62.5%-62.5pp | 69.1%-69.1pp | 70.9%-70.9pp |
| Annual return | 7.36% | 0.72%+6.6pp | 32.53%-25.2pp | 244.93%-237.6pp |
| Employer contribution / active EE | $2,246 | $777+189.0% | $1,961+14.5% | $2,078+8.1% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,059-100.0% | $115-100.0% |