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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 | $155,795-100.0% | $136,298-100.0% | $69,634-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 81.9%-81.9pp | 70.7%-70.7pp |
| Annual return | 0.00% | 232464.33%-232464.3pp | 5156.27%-5156.3pp | 27572.26%-27572.3pp |
| Employer contribution / active EE | $8,641 | $2,991+188.9% | $4,696+84.0% | $2,032+325.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,244-100.0% | $110-100.0% |