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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 | $74,716 | $80,753-7.5% | $136,297-45.2% | $62,293+19.9% |
| Participation rate | 57.7% | 73.5%-15.9pp | 81.9%-24.2pp | 69.5%-11.8pp |
| Annual return | 18.84% | 35.83%-17.0pp | 5156.19%-5137.4pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,820 | $5,164+32.1% | $6,247+9.2% | $3,169+115.2% |
| Admin fee / account holder | $15 | $525-97.2% | $9,244-99.8% | $479-96.9% |