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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 | $79,472 | $57,976+37.1% | $63,018+26.1% | $62,293+27.6% |
| Participation rate | 26.1% | 75.9%-49.8pp | 74.8%-48.7pp | 69.5%-43.4pp |
| Annual return | 14.24% | 17.54%-3.3pp | 87.62%-73.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,657 | $2,956-44.0% | $3,330-50.2% | $3,169-47.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |