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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 | $73,978-100.0% | $96,515-100.0% | $75,173-100.0% |
| Participation rate | 0.0% | 66.4%-66.4pp | 74.3%-74.3pp | 67.2%-67.2pp |
| Annual return | 76.21% | 26.72%+49.5pp | 35.73%+40.5pp | 160.72%-84.5pp |
| Employer contribution / active EE | $13,153 | $2,931+348.8% | $3,740+251.7% | $2,671+392.5% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,219-100.0% | $6,735-100.0% | $5,651-100.0% |