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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 | $55,122-100.0% | $104,639-100.0% | $73,497-100.0% |
| Participation rate | 0.0% | 67.7%-67.7pp | 74.1%-74.1pp | 70.7%-70.7pp |
| Annual return | 0.00% | 24.77%-24.8pp | 340.67%-340.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,682-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $423-100.0% | $6,465-100.0% | $513-100.0% |