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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 | $102,661-100.0% | $151,645-100.0% | $66,949-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.5%-87.5pp | 69.8%-69.8pp |
| Annual return | -13.45% | -10.81%-2.6pp | 3.34%-16.8pp | 1.57%-15.0pp |
| Employer contribution / active EE | $7,126 | $4,184+70.3% | $6,165+15.6% | $2,545+179.9% |
| Participant deferral / active EE | $4,999 | $6,645-24.8% | $8,363-40.2% | $4,239+17.9% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |