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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 | $56,523 | $45,050+25.5% | $63,018-10.3% | $70,126-19.4% |
| Participation rate | 68.5% | 69.5%-1.0pp | 74.8%-6.3pp | 69.5%-1.0pp |
| Annual return | 16.43% | 18.76%-2.3pp | 87.62%-71.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $3,047 | $2,052+48.5% | $2,761+10.4% | $2,343+30.1% |
| Participant deferral / active EE | $2,732 | $2,466+10.8% | $3,330-18.0% | $3,332-18.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |