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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 | $122,591 | $74,552+64.4% | $63,018+94.5% | $69,631+76.1% |
| Participation rate | 51.0% | 78.3%-27.3pp | 74.8%-23.8pp | 70.7%-19.7pp |
| Annual return | 16.06% | 15.77%+0.3pp | 87.62%-71.6pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $2,478 | $2,929-15.4% | $2,761-10.2% | $2,032+21.9% |
| Participant deferral / active EE | $3,293 | $2,974+10.7% | $3,330-1.1% | $3,224+2.1% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |