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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 | $74,929 | $55,002+36.2% | $59,899+25.1% | $56,289+33.1% |
| Participation rate | 66.3% | 75.9%-9.7pp | 74.7%-8.4pp | 69.9%-3.6pp |
| Annual return | -2.74% | 1.13%-3.9pp | 3.46%-6.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $3,015 | $2,448+23.2% | $2,723+10.7% | $2,111+42.8% |
| Participant deferral / active EE | $1,271 | $3,121-59.3% | $3,402-62.7% | $3,350-62.1% |
| Admin fee / account holder | $0 | $236-100.0% | $3,592-100.0% | $521-100.0% |