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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 | $72,482-100.0% | $129,118-100.0% | $64,824-100.0% |
| Participation rate | 0.0% | 79.2%-79.2pp | 77.2%-77.2pp | 71.5%-71.5pp |
| Annual return | 0.00% | -9.08%+9.1pp | -10.94%+10.9pp | 32.84%-32.8pp |
| Employer contribution / active EE | $0 | $4,247-100.0% | $5,051-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $5,679-100.0% | $6,539-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $14,305-100.0% | $188-100.0% |