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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 | $51,005 | $53,128-4.0% | $86,582-41.1% | $70,126-27.3% |
| Participation rate | 56.3% | 65.3%-9.0pp | 73.5%-17.2pp | 69.5%-13.2pp |
| Annual return | 14.61% | 27.66%-13.1pp | 965.08%-950.5pp | 73.15%-58.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,522 | $2,695+30.7% | $3,609-2.4% | $3,332+5.7% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |