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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 | $108,980 | $70,083+55.5% | $59,887+82.0% | $55,725+95.6% |
| Participation rate | 53.7% | 78.4%-24.7pp | 74.7%-21.0pp | 70.9%-17.2pp |
| Annual return | -3.23% | 3.13%-6.4pp | 3.46%-6.7pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2,465 | $2,878-14.4% | $2,722-9.4% | $2,078+18.6% |
| Participant deferral / active EE | $3,550 | $3,079+15.3% | $3,402+4.3% | $3,356+5.8% |
| Admin fee / account holder | $1 | $70-99.1% | $3,591-100.0% | $115-99.4% |