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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 | $86,150 | $49,177+75.2% | $79,467+8.4% | $64,173+34.2% |
| Participation rate | 36.0% | 65.0%-29.0pp | 73.3%-37.3pp | 69.6%-33.5pp |
| Annual return | -2.70% | -1.16%-1.5pp | 718.30%-721.0pp | 7.63%-10.3pp |
| Employer contribution / active EE | $5,296 | $2,076+155.1% | $2,800+89.1% | $2,381+122.4% |
| Participant deferral / active EE | $3,387 | $2,821+20.1% | $3,704-8.5% | $3,470-2.4% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |