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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 | $54,573-100.0% | $90,970-100.0% | $73,497-100.0% |
| Participation rate | 0.0% | 61.2%-61.2pp | 69.0%-69.0pp | 70.7%-70.7pp |
| Annual return | 17.86% | 16.69%+1.2pp | 134.60%-116.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $15,990 | $991+1512.8% | $2,122+653.6% | $2,270+604.4% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,961-100.0% | $513-100.0% |