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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 | $113,147 | $60,795+86.1% | $69,464+62.9% | $65,185+73.6% |
| Participation rate | 49.7% | 74.9%-25.1pp | 74.6%-24.9pp | 70.2%-20.5pp |
| Annual return | 14.95% | 17.46%-2.5pp | 28.98%-14.0pp | 29.38%-14.4pp |
| Employer contribution / active EE | $3,126 | $2,452+27.5% | $2,779+12.5% | $2,177+43.6% |
| Participant deferral / active EE | $1,390 | $3,162-56.0% | $3,536-60.7% | $3,514-60.4% |
| Admin fee / account holder | $0 | $314-100.0% | $3,840-100.0% | $847-100.0% |