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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 | $56,984 | $75,183-24.2% | $123,894-54.0% | $55,167+3.3% |
| Participation rate | 68.0% | 72.8%-4.8pp | 81.4%-13.4pp | 69.0%-1.0pp |
| Annual return | 10.48% | 19.01%-8.5pp | 47.52%-37.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $2,516 | $2,823-10.9% | $4,617-45.5% | $1,963+28.2% |
| Participant deferral / active EE | $2,660 | $5,084-47.7% | $5,984-55.6% | $3,054-12.9% |
| Admin fee / account holder | $7 | $663-98.9% | $8,357-99.9% | $504-98.6% |