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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 | $63,099 | $57,976+8.8% | $63,018+0.1% | $62,293+1.3% |
| Participation rate | 33.5% | 75.9%-42.5pp | 74.8%-41.3pp | 69.5%-36.0pp |
| Annual return | 17.47% | 17.54%-0.1pp | 87.62%-70.1pp | 28.90%-11.4pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,249 | $2,956-23.9% | $3,330-32.5% | $3,169-29.0% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |