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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 | $50,175-100.0% | $99,475-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 68.4%-68.4pp | 73.8%-73.8pp | 70.2%-70.2pp |
| Annual return | 0.00% | 25.36%-25.4pp | 30.72%-30.7pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,540-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,748-100.0% | $3,619-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $398-100.0% | $6,252-100.0% | $847-100.0% |