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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 | $126,603 | $65,322+93.8% | $70,476+79.6% | $73,493+72.3% |
| Participation rate | 50.3% | 77.0%-26.6pp | 75.1%-24.8pp | 70.7%-20.4pp |
| Annual return | 11.88% | 15.71%-3.8pp | 109.12%-97.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $2,494 | $2,460+1.4% | $2,738-8.9% | $2,270+9.9% |
| Participant deferral / active EE | $1,432 | $3,375-57.6% | $3,710-61.4% | $3,740-61.7% |
| Admin fee / account holder | $0 | $214-100.0% | $3,847-100.0% | $513-100.0% |