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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,964 | $57,976+56.9% | $63,018+44.3% | $62,293+46.0% |
| Participation rate | 60.4% | 75.9%-15.6pp | 74.8%-14.4pp | 69.5%-9.2pp |
| Annual return | 13.19% | 17.54%-4.4pp | 87.62%-74.4pp | 28.90%-15.7pp |
| Employer contribution / active EE | $3,065 | $2,415+26.9% | $2,761+11.0% | $2,042+50.1% |
| Participant deferral / active EE | $2,909 | $2,956-1.6% | $3,330-12.6% | $3,169-8.2% |
| Admin fee / account holder | $3 | $276-98.9% | $3,601-99.9% | $479-99.4% |