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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 | $72,669 | $71,666+1.4% | $117,861-38.3% | $69,631+4.4% |
| Participation rate | 37.8% | 77.5%-39.8pp | 79.7%-41.9pp | 70.7%-32.9pp |
| Annual return | 15.77% | 18.86%-3.1pp | 335.11%-319.3pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,867 | $3,340-44.1% | $4,482-58.3% | $3,224-42.1% |
| Admin fee / account holder | $42 | $120-65.3% | $8,021-99.5% | $110-62.2% |