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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 | $63,471-100.0% | $68,803-100.0% | $66,949-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 69.0%-69.0pp | 69.8%-69.8pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |