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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 | $64,568 | $80,753-20.0% | $136,298-52.6% | $62,293+3.7% |
| Participation rate | 63.2% | 73.5%-10.4pp | 81.9%-18.8pp | 69.5%-6.4pp |
| Annual return | 15.58% | 35.83%-20.3pp | 5156.27%-5140.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $2,397 | $2,884-16.9% | $4,696-48.9% | $2,042+17.4% |
| Participant deferral / active EE | $2,772 | $5,164-46.3% | $6,247-55.6% | $3,169-12.5% |
| Admin fee / account holder | $16 | $525-97.0% | $9,244-99.8% | $479-96.7% |