What Is The Plan Executive Summary Report?

The Plan Executive Summary provides a comprehensive view of your plan’s health and activity. It includes information about participation, contributions, investments, withdrawals, loans, historical trends, and other key plan metrics.

What Information Is Included in the Plan Executive Summary Report?

The Plan Executive Summary report includes:

• Plan Summary & Key Metrics: Overview of plan balance, account holders, active participants, and average/median account balances.

• Contributions & Plan Activity: View contributions, rollovers/transfers, withdrawals, loans, fees, forfeitures, and market activity over time.

• Participant Engagement: Understand participation, registration, beneficiary assignment, deferral rates, and engagement trends.

• Investment Summary: Review assets by strategy, asset class, and fund, along with investment performance.

• Historical Trends & Peer Comparisons: See how your plan has changed over time and compare applicable metrics with similar plans.

If you have any questions please reach out to clientsuccess@vestwell.com.