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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 | $53,365 | $40,275+32.5% | $57,356-7.0% | $59,633-10.5% |
| Participation rate | 60.8% | 69.1%-8.3pp | 75.1%-14.3pp | 68.7%-7.8pp |
| Annual return | 42.14% | 27.52%+14.6pp | 24.41%+17.7pp | 2041.45%-1999.3pp |
| Employer contribution / active EE | $1,413 | $1,921-26.5% | $2,689-47.4% | $2,203-35.8% |
| Participant deferral / active EE | $1,978 | $2,400-17.6% | $3,162-37.4% | $3,192-38.0% |
| Admin fee / account holder | $164 | $2,820-94.2% | $3,357-95.1% | $4,297-96.2% |